ETFs – Page 3
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Special ReportETFs offer a firmer footing in shifting sands
The ETF market has experienced a sea change over the past few months. While net inflows of $463.8bn (€463.8bn) into ETFs and ETPs listed globally during the first half of 2022 are the second highest on record, the total value of assets in these products fell from $10.3trn at end-2021 to $8.9trn at the end of June 2022, according to research firm and consultancy ETFGI. There was a 6.4% fall in value during May alone.
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Special Report
RFQ platforms and the institutional ETF trading revolution
What do ETFs, RFQ and ESG all have in common? Aside from being some of the most popular acronyms in the history of financial services, the three-letter abbreviations for exchange-traded funds (ETF), electronic request-for-quote (RFQ) trading, and environmental, social and governance (ESG) driven investing, have all come together at the centre of a revolution in asset management.
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Special ReportHow green are green derivatives?
On 6 April 2022 the European Commission announced that derivatives, including futures, swaps and many other instruments routinely used by ETF providers, cannot be classified as ESG or sustainable or green in investment fund reports.
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Special Report
Legal and regulatory developments: EU plays catch-up
While the European framework for establishing ETFs has not changed substantially in recent times, developments within the legislative bodies of the EU present a number of current and potential hurdles for ETFs in the short to medium term. This article will look at each legal development in turn. It is also important to note that the COVID-19 pandemic has highlighted a number of areas that need to be strengthened.
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Special ReportFrom seed investor to prospective investor: the case for ETFs
Investor & manager trends
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Special ReportNew kids on the ETF block
Inflows into exchange-traded funds (ETFs) may have taken a hit in the latest bout of market turmoil, but this is not expected to deter new entrants from joining the fray. It is always challenging to break into a new market, especially one dominated by a handful of firms but, those players with innovative, specialised solutions and strategies are expected to make their mark.
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Special ReportTo Paris and beyond: capturing energy transition and climate investment opportunities with ETFs
The climate emergency is arguably the greatest challenge of our lifetimes. We must use every tool at our disposal – including financial – to stand any chance of success. Thankfully, investors are ever more aware that incorporating climate in their portfolios can help them manage asset-specific risk, access opportunities from the shift to clean energy and achieve something meaningful with their money. And they are ever more aware they can do it in flexible, cost-effective ways.
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Special ReportCrypto ETFs: exploring the keys to mass adoption
The ProShares Bitcoin Strategy ETF (BITO) made history last October as one of the strongest ever ETF launches, amassing more than $1bn (€1bn) in assets in just two days.
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Special ReportAdding to the biodiversity protection toolbox
Biodiversity is intricately linked with economic growth and development. Since the industrial revolution ecosystems have been under constant threat with the advent of large towns, cities and industrial complexes. The rate of deterioration has accelerated over time and we are now destroying natural capital at an unprecedented rate, which will have long-term consequences for economies, societies and the planet.
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Special ReportActive ETFs: five myths debunked
Demand for exchange-traded funds (ETFs) has grown rapidly in Europe in recent years. While much of this growth has been driven by passive funds, research shows that investors are increasingly looking at active ETF strategies. Nevertheless, there are still lots of common misconceptions that are hindering the take-up of active ETFs. Here, we debunk the the most common myths about active ETFs.
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Special ReportGlobal emerging markets index investing: the case for an active component
Emerging market (EM) equities have an important role to play in broadly diversified institutional portfolios. Our data analysis shows that for investors who have a buy-and-hold strategy, an active component is needed to stay close to the benchmark because of trading costs and, more importantly, because of higher slippage costs by passive managers in downward markets.
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Special ReportActive ETFs: mixed fortunes
Tax efficiency and regulatory change have been the key drivers of the development of active exchange-traded funds in the US. As there are no similar tax benefits nor regulatory change in Europe, growth in this region has been limited.
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Special ReportIPE ETF Investor Survey 2022
IPE’s first survey of investors focusing specifically on ETFs, conducted between mid-July and mid-August 2022, drew responses from institutional investors across nine European jurisdictions, of which 24% were invested in ETFs. Respondents were located in Belgium, Denmark, Germany, Italy the Netherlands, Portugal, Spain, Sweden and the UK.
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Special ReportETFs Guide 2022: Better tax treatment could prompt European ETF takeoff
First the good news: Globally, investment in ETFs continues to surge, with the first half of 2022 seeing the second highest inflows on record. The flexibility and ease of access they offer helped them play an instrumental role achieving the highest volume fixed income trading day being recorded in June, as $58bn of assets were moved from EM debt and high yield into government bonds (see p7). This helped cement ETFs’ position as an essential tool of the fixed income ecosystem.
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News
New thematic ETFs seen increasingly as active investment vehicles
Investors also keen to see more focus on social issues, according to poll
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News
Thermal coal mining bond in ESG ETF but now sold, data coverage rectified
Bond was issued by SPV that was initially not linked to the parent, Siberian Coal Energy JSC
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News
BlackRock: Institutions to help drive global bond ETFs to $5trn by 2030
Asset manager upgrades forecast ‘despite the most challenging fixed income market in decades’
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News
Varma gains €300m exposure to low-emission Japanese stocks via tailored ETF
Finnish pensions firm seeds Nomura-run exchange-traded fund amid low availability of ESG ETFs in Japan
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News
Amundi sets out post-Lyxor acquisition AUM aims
Lyxor is now a subsidiary of Amundi and in a second phase will be merged into Amundi
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Special ReportMulti-purpose, measuring up and poised for the European mainstream
As the world economy emerges from COVID-19, the relentless rise of ETFs continues. Assets invested in ETFs and ETPs listed globally reached a record $9.35trn (€7.94trn) at the end of June 2021, with year-to-date net inflows at a record $660.7bn, according to research firm and consultancy ETFGI.
