ETFs – Page 11
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Special Report
Trends that will shape the ETF market
Few doubt that ETF use will grow in the years ahead. Three out of four participants in a recent PwC survey believe the market will at least double by 2020 to US$5trn (€4.4trn)1. BlackRock believes European ETFs will reach US$1trn a year earlier, in 2019.
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Special Report
Observations on ETF liquidity
The exchange-traded fund (ETF) market continues to grow rapidly in size and popularity, reaching $3trn in assets worldwide
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Driven by innovation
Perhaps no instruments reflect the diversity and innovation of the financial sector better than exchange-traded funds (ETFs). They are also now a firm fixture of pension fund investing, embraced by 37% of European institutional investors, as EDHEC-Risk’s latest survey shows.
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Interview: Denys Glushkov - Passive redux
For institutional investors trying to build a portfolio from the myriad smart beta ETFs providers are offering, the way forward might be a step back – to passive index investing.
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Investor case study: Fonditel
Fonditel is a curio in the Spanish savings market. With almost €3bn under management it is by far the largest funded company pension arrangement, for sponsor and owner Telefonica
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The big picture on ETFs
The ETF industry continues to prosper on almost every metric. Yet it does face both headwinds and tailwinds
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Smart beta strategy evaluation and due diligence
Factor investing seeks to identify and capture broad, persistent drivers of return. It is the formalisation of, for example, the idea of seeking inexpensive companies (value investing) or high quality balance sheets (quality investing) – intuitive investment styles that have long been part of the active management toolkit
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Special Report
Sustainable investing is becoming much more important
The importance of sustainable investments is steadily increasing. At the same time, the debate surrounding the added value of this investment approach continues
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An agile response to divergent policy
Divergent monetary policy activities by major central banks are having impacts right across yield curves. For investors, this means an agile investment strategy will be vital to the overall performance of their bond portfolio.
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Advanced engineering
Factor investing has powered the growth of generic smart beta strategies underlying the broad ETF market. But it is entering a new phase of development that is seeing institutional investors move from studying the approach to adopting tailored versions
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Addressing current liquidity concerns
Two years ago, BlackRock’s chief executive Larry Fink warned that structural problems with leveraged ETFs had the potential one day to “blow up” the industry. While the alleged explosion hasn’t yet happened, does that mean the danger has gone away?
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EDHEC European ETF Survey 2015 – some key results
EDHEC Risk Institute conducted its ninth survey1 of European investment professionals on the usage and perceptions of ETFs at the end of 2015 with the support of Amundi ETF, Indexing & Smart Beta. EDHEC-Risk Institute’s ETF surveys now provide a continuous assessment of practices and views amongst professional investors since 2006.
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News
Asset managers look to boost headcounts despite weighing competition
PwC suvery of asset management chief executives show 46% to cut cost base in 2015, 28% to outsource
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News
Pension funds' ETF allocations driven by diversification, study shows
Schemes hold onto ETFs for 29 months on average – the highest of all institutions in Europe
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Special Report
Top gear?
Leveraged and inverse ETFs have been causing a regulatory fuss in the US. Martin Steward unpicks the issues, and asks if these products are of any relevance to pension fund investors
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Liquidity fears dampen alternative ETF allure
While interest grows in new esoteric ETF products, institutional investors are unimpressed with the lack of liquidity in some areas, writes Maha Khan Phillips
