ETFs – Page 6
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Special ReportThe case for active ETFs
Each day, more and more institutional investors are discovering how exchange-traded funds (ETFs) can enable them to make trades conveniently, access markets flexibly, diversify portfolios broadly, and manage fees and taxes efficiently.
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Special ReportGetting active on stewardship
Providers of passive products like ETFs are no longer passive when it comes to stewardship. In active investment circles, stewardship has always sat naturally beside active stock selection as a way for portfolio managers to add value. That has not been the case on the passive side, where the focus has traditionally been on technical aspects of tracking indices, such as minimising tracking difference, to deliver for investors in terms of relative performance.
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NewsSurvey: Active, smart beta ETFs to see uptick in next three years
JPMorgan Asset Management says ETF allocations held in passive products will decline to 61% of portfolios
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NewsIlmarinen invests €500m in passive ESG EM equities via Amundi
Finland’s biggest pension insurance firm announces seed investment via ETF it co-developed with Amundi
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News
Sector biases skew low vol smart beta performance in downturn
US low volatility strategies fail to provide downside protection in 2020 crash
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NewsVarma invests €500m in US equities via new co-developed ESG ETF
‘Development of index funds with an increasingly responsible tilt is key,’ says Finnish PF
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Special ReportLiquidity & Implementation: The shifting sands of index provision
As ETFs are created to track ever more specialised market exposures, competitive pressures and new regulations are impacting the complex relationships between asset managers and index providers.
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Special ReportFocus on Fixed Income: The rise and rise of fixed income ETFs
When ETFs first broke up the active management party in the fallout of the financial crisis, it was equity funds that bore the brunt of the impact.
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Special ReportFocus on Fixed Income: ETFs: the natural home for fixed income
In recent years, fixed income ETFs have been grabbing a larger slice of the ETF market as investors look to capitalise on the enhanced diversification, tradeability, price transparency and liquidity they can provide to bond portfolios. According to the latest research by Citi Business Advisory Services, fixed income ETF assets have increased at a robust 25% annual compound growth rate over the last decade, hitting more than $870bn by the end of 2018.
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Special ReportLiquidity & Implementation: Woodford fallout renews focus on ETF risks
The recent suspension of redemptions from Neil Woodford’s Equity Income fund is a cautionary tale and one that has further sharpened the spotlight on the liquidity of mutual funds, a category that includes exchange-traded funds (ETFs).
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Special ReportETFs for ESG: Why passive makes sense for ESG
ESG investing – the incorporation of environmental, social and governance (ESG) factors into investment criteria – has grown rapidly in recent years.
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Special Report
ETFs for ESG: Sustainable investing is here to stay
Sustainable investing was once viewed as a trade-off between value and ‘values’. Yet today, it’s something investors can no longer afford to ignore.
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Special ReportETFs for ESG: Gender equality ETFs gain a foothold
Can a new category of ETFs help address one of the oldest economic imbalances of all?
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Special ReportFocus on Fixed Income: Do fixed income ETFs distort the market?
In this article, which is an excerpt from a recent State Street Global Advisors publication, we address one of the key misconceptions about fixed income (bond) ETFs – namely, that they have become so large that they are distorting the underlying bond market. Instead, we argue, despite their recent growth, fixed income ETFs represent a relatively small proportion of the world’s debt markets.
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Special ReportInnovation: What could disrupt ETFs?
Over the last two decades, exchange-traded funds (ETFs) have been one of the most disruptive forces in the asset management industry. But could the tables be turned? In an era of excitement over the possibilities of financial technology (fintech), are ETFs vulnerable to being displaced themselves?
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Special ReportETFs for ESG: Corporate governance for passive investors in Japanese equities
The Japanese economy has been experiencing significant and positive change since the election of Prime Minister Shinzo Abe in 2012. After a sustained period of economic stagnation, Japan’s return to growth is being fuelled by Abe’s transformative economic policies.
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Special ReportLiquidity & Implementation: A cost comparison: futures versus ETFs
In this article, we use a cost comparison framework to contrast index futures (CME Group’s E-mini S&P 500 index futures) and three popular US-listed exchange-traded funds (ETFs) tracking the same index – SPY, VOO and IVV.
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Special Report
Markets & Regions: China unleashed: taming the dragon through ETFs
Despite its favourable fundamentals and widely acknowledged growth potential, China continues to be under-owned by most global investors.
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Special ReportETFs for ESG: The ESG governance challenge
An increasing number of institutional investors are interested in investments with an environmental, social and/or governance (ESG) focus.
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Special ReportETFs for ESG: The devil in the detail of ‘low carbon’ ETFs
Sustainable market indices are nothing new. The Dow Jones Sustainability index was launched in 1999 and the FTSE4Good index in 2001.
