ETFs
In-depth reporting on ETFs investing for our pension fund and asset management readers from IPE’s award-winning journalists.
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NewsPension providers warned to modernise as young savers migrate to markets, digital platforms
Young savers are turning to markets and digital tools, pushing pension funds to engage effectively
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AnalysisIPE DACH Briefing: Providers sharpen DC capabilities as private markets debate widens
The number of European Long-Term Investment Funds and exchange-traded funds is expected to rise within German corporate pension schemes
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NewsELTIFs, ETFs set to reshape German corporate DC plans
The number of European Long-Term Investment Funds and exchange-traded funds is expected to rise within German corporate pension schemes
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FeaturesPrivate credit makes its debut in ETF guise
Liquid and semi-liquid structures are broadening access to the $2trn private markets universe, particularly following the launch of ETFs containing private credit allocations
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NewsState Street and Van Lanschot Kempen form ETF, client solutions partnership
The two firms will explore opportunities to combine Van Lanschot Kempen’s active management capabilities with State Street IM’s ETF platform
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Special ReportThe index revolution: From benchmarking to bespoke solutions
Index providers shift their offering as a wholesale revolution of the industry gathers pace
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Special ReportLimelight falls on ETFs as investors seek better returns
Faced with volatile market conditions, the ETF market has become increasingly attractive. Lynn Strongin Dodds reports
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Opinion PiecesThe ‘active versus passive’ investment debate should be over
Perhaps there should never have been a debate about whether stock picking is appropriate for institutional portfolios.
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FeaturesCould white hydrogen solve the renewable energy challenge?
Discovery of a reserve of ‘white’ hydrogen could alter the dynamics of energy transition Hydrogen-focused ETFs have fared badly The gas can also serve as a hedge against geopolitical and energy security risks Production costs are higher than fossil fuel alternatives
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FeaturesGold’s lustre turns heads as precious metals regain investment safe haven status
Gold, and to a lesser extent silver, have regained their lustre as favoured precious metal safe havens, although there are now new structural drivers.
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NewsGermany’s AfD proposes employment pension account for capital market investments
Capital flowing to the employment pension account would be invested in capital markets through ETFs, funds and stocks, according to proposal
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News2024 a record year for European ETFs but thematics disinvested
Morningstar research confirms 2024 as top year for ETFs although ESG sales have continued to decelerate
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Special ReportCan active ETFs give institutional investors more choice?
Pension funds are increasingly showing interest in active ETFs for their flexibility, cost-effectiveness and ability to generate value beyond index returns
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NewsJanus Henderson enters European ETF market, while Crédit Mutuel and La Française merge
$335bn Janus Henderson already has a successful active proposition in the US
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NewsStudy reveals impact of index provider engagement on corporate climate policy
‘Our results show that firms react to index provider requests, at least if they commit a credible threat of exit,’ say MIT sustainable finance experts
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Special ReportGlobal ETFs Industry in August 2023
At the end of August 2023, the Global ETF industry had 9,374 ETFs, with 19,378 listings, assets of US$10,359 Bn, from 671 providers on 79 exchanges in 63 countries. At the end of August 2023, the Global ETF/ETP industry had 10,967 ETFs/ETPs, with 22,593 listings, assets of US$10,595 Bn, from 707 providers on 81 exchanges in 63 countries.
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Special ReportETFs Guide 2023: Innovation challenges concentration as investors spread their ETF wings
ETFs’ steep upward trajectory continues, driven, as industry participants note, by their low cost, simplicity, and flexibility as an allocation tool. Globally the value of assets invested in ETFs, some $10.7trn (€10trn) at the end of August 2023, is 17.5% higher than at the same point in 2022, according to consultancy ETFGI. In Europe the increase was greater, at 20.8%, but from a much smaller base, with total investment in ETFs now standing at $1.7trn, with the lower take-up still being attributed to less favourable tax treatment.
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Special ReportActive ETFs power ahead
While active managers are out of favour, their strategies embedded in an exchange traded fund package are gaining traction. In fact, they are outpacing passive ETFs as investors look for liquidity and robust risk-adjusted returns with a relatively low price tag.
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Special ReportBonds are back and aligned with a greener future
Bonds are back in vogue and, of the current fixed income opportunities available, we believe euro-denominated investment-grade credit offers one of the most compelling risk/reward profiles.
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Special ReportThe hidden power of an ESG approach to sector investing
Adding an ESG filter to a sector ETF could help investors mitigate risk and may increase returns – while improving ESG and carbon intensity scores.
