ETFs – Page 6
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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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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.
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Special ReportMarkets & Regions: Factor investing in commodities: a sector-based approach
Commodities have long been a staple of multi-asset investors. Traditionally used to diversify exposure to fixed income and equity holdings, they are more recently also a source of alternative risk premia. Whatever the use case, the desired feature of any commodities allocation is some combination of attractive performance, sufficient liquidity, and a transparent methodology.
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Special ReportFocus on Fixed Income: Bond ETFs, the Swiss army knife in a time of need
Fixed income will play both a pivotal and multi-faceted role in European pensions scheme portfolios. Whether it be for growth, income or liability and cash flow matching, many schemes in the region will need to hold bonds as they de-risk in a low yield environment.
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Special ReportMarket Update: The competitive battle intensifies
Despite the growth in European ETF assets, issuers are facing margin pressure caused by fee cuts.
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Special Report
Market Update: The drum beats on: ETFs for the ongoing trade war
This time last year, we were looking at how trade relations between the US and China might play out and the best way to position a portfolio – especially in terms of sectors – according to which scenario an investor thought was most likely.
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Special ReportLiquidity & Implementation: Liquid beta sleeves: bespoke solutions with index building blocks
Liquidity in a pension fund context can mean a number of things. As long-term investors, pension funds can harvest the illiquidity premia by investing in private markets, which they have been doing increasingly over the past 10 years.1 On the other hand, pension funds are required to meet their liabilities and so need enough liquidity to ensure the payment of benefits to members.
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Special ReportMarket Update: The ETF boom continues
Around the world, exchange-traded funds (ETFs) continue to grow in assets and importance, breaking records along the way.
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Special ReportInnovation: Bringing ETFs into the digital future
Over the past 18 months there has been an explosion in the number of ETFs focusing on new technology. From iShares to Ossiam, DWS to veteran investor Jim Rogers, it seems everyone has launched a fund based on how digitisation will revolutionise our lives.
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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.
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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 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.
