ETFs – Page 6
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Special ReportBright future for ETFs in pension funds’ portfolios
Despite the phenomenal rise in ETF adoption over the past few years, they still account for a relatively small portion of pension funds’ portfolios. As a recent survey by TrackInsight confirms, ETFs have room to grow with these institutional investors as they fit well with the dual nature of their mandate: meeting short-term liabilities while maximising long-term returns.
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Special ReportAre too many products spoiling the ETF broth?
ETFs have been one of the finance industry’s great successes over the past three decades. With over 8,000 ETFs listed globally, the sector offers highly competitive fees and diversity of product, or so it is assumed.
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Special ReportLow carbon ETFs: exclusion versus tilting
The rise in investor awareness of climate risks and the increased allocation to passive strategies is set to continue. Tilting is becoming an alternative or complementary approach to traditional exclusion approaches to reducing carbon exposure.
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Special ReportETFs rise to the challenge
Exchange-traded funds and products (ETFs and ETPs) have been one of the biggest investment success stories in recent years. Their stunning popularity meant that, despite the shock of COVID-19, they had taken in US$294bn (€247bn) over the six months to end-June 2020, compared with US$210bn over the same period last year.
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Special ReportThe heat is on: exploring the role of investors in slowing down climate change
While the Covid-19 crisis this year has had a devastating effect on society and global economies, it has had a positive impact on carbon emissions and has shown us all that it is possible to reduce our carbon emissions drastically. The goal now is to find a happy balance as we reignite global economies. Governments cannot drive progress on their own. So how can the investment industry play its part?
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Special ReportEmerging market equities – a changing landscape worth revisiting
Emerging market (EM) equities form an important part of many European pension fund growth portfolios today. Investors are keen to capture excess returns on offer thanks to EMs’ risk premium over developed markets, as well as the diversification benefits they can bring to portfolios; these characteristics have been helpful for many of Europe’s DB and DC schemes.
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Special ReportClassification: not for everyone
In May 2020, BlackRock, State Street Global Advisors, Invesco, Charles Schwab Investment Management and Fidelity Investments set out a new idea that would, they said, re-classify certain types of exchange-traded products and benefit investor transparency.
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Special ReportFive reasons pension funds are considering indexing for sustainable investing
Sustainable indexing gives pensions the clarity they need to build more sustainable portfolios, for the following reasons:
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Special ReportESG integration demands definitions and data
The first ETF in Europe that focused on environmental, social and governance (ESG) factors was launched by iShares in 2006.
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Special Report
ESG: remarkable progress, evolving indices and futures growth
The unprecedented economic turmoil caused by the COVID-19 virus has led for calls to reshape the global economy to make it fairer and more environmentally sustainable. Campaigners are challenging governments to direct their record stimulus funds towards projects and investments that benefit broader society.
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Special ReportFixed income ETFs: a turning point for European pension funds
Over the past decades, European pension funds have experienced many changes and challenges. Through it all, the European DB market has continued to de-risk, while DC systems have become the new normal.
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Special ReportGetting what you pay for
Price wars are nothing new for passive asset managers, but the contest has been particularly intense in the exchange-traded funds (ETF) space as new and existing players jostle for position. While low cost is always a draw it is clearly not the only factor in the investment decision process.
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Special ReportVersatile and resilient on the path to maturity
The ETF market continues its penetration across asset classes beyond equities, its traditional area of activity: According to data from ETFGI, fixed income ETFs account for the largest proportion of net new assets for the second year running and now represent 20% of the market, while commodities ETFs grew 30% in value in the year to July.
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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 Report
Focus on Fixed Income: Actively managing today’s green bond opportunities
In this article we examine the process for green bond labelling and certification and its implication for index investors. Passive (index-tracking) green bond funds are bound by eligibility rules and each index has its own labelling requirements.
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Special ReportMarket Update: Can European ETF assets double again?
Earlier this year, ETFs and ETPs listed in Europe celebrated a record 55 consecutive months of net inflows, only 19 years after the first ETFs in Europe were launched.
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Special ReportLiquidity & Implementation: Will all mutual funds become ETFs?
It took almost five years, but the US regulator still surprised many in the exchange-traded fund (ETF) industry when it gave preliminary approval to Precidian Investments’ ActiveShares in May.
