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Venture-backed startup launches actively managed Catholic values ETF
The Knights of Columbus Asset Advisors will manage the new fund, which will be advised by Faith Investor Services. The two largest faith-based funds are the Global X S&P 500 Catholic Values ETF and Inspire 100 ETF.
New ‘bond alternative’ ETF targets nervous income investors
Innovator Defined Wealth Shield ETF offers 20% downside protection but caps annual gains at 2.8%.
ETF inflows on track to shatter 2020 record
Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.
BlackRock ETFs see massive inflows hinting at tax avoidance
Five exchange-traded funds took in about $13.5 billion amid the rebalancing of the FTSE Russell indexes, suggesting heartbeat trades designed to defer taxes faced by fund investors.
Latest thematic ETF homes in on cleaner living
Amplify DTOX fund tracks an index of 78 companies that derive at least 80% of revenues from one of five cleaner living market segments.
Mutual fund-to-ETF bonanza may be getting started
An executive at Citi, which acted as transfer agent for the conversion of four Dimensional Fund Advisors mutual funds into ETFs this week, expects many more such switches.
SEC delays ruling on Bitcoin ETF
The agency is seeking more public comment on a proposal to list a Bitcoin exchange-traded fund on Cboe.
Invesco bets on $18B in BlackRock assets being up for grabs
Two new Invesco ETFs track tech indexes abandoned by iShares ETFs; Invesco is also waiving fees on the new funds for six months to entice investors.
Why ETF track records are becoming an afterthought
Shrugging off the once-coveted, three-year performance record, advisers are pouring billions of dollars in assets into funds with untested histories.
ESG investing can be volatile — but doesn’t have to be
Investors in concentrated ESG strategies have experienced crashing lows from the highs of last year, while broadly diversified strategies have offered a smoother ride and still beat the S&P 500.
ETF tracking LGBTQ index is launched
The exchange-traded fund tracks an index of U.S. large-cap companies that have a commitment to LGBTQ diversity and inclusion.
Putnam launches its first ETFs
The four actively managed funds are based on strategies employed in the asset manager's mutual funds, including ESG offerings.
Advisers walk fine line when managing client cash
Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.
Top exchange-traded funds in the first quarter
These charts are based on data from Refinitiv Lipper, an LSEG business, and reflect data through March 31.
Proxy voting adds ESG leverage to retirement plans
A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.
SEC punts decision on Bitcoin ETFs to at least June
In a filing Wednesday, the agency said it was postponing its decision until June 17. Optimism has been growing that the SEC may finally approve a Bitcoin ETF launch this year.
Fidelity opens securities lending platform to all comers
The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.
Citi expects $1 trillion boom in ESG ETFs
The bank's analysts credit the global pandemic with stirring investor demand for companies doing good, and also cite the frenzy for tech-focused thematic funds, many of which fall within the environmental, social and governance category.
BlackRock has record ETF launch with carbon transition fund
Investors plowed $1.25 billion into the BlackRock U.S. Carbon Transition Readiness ETF Thursday, making it the biggest launch in the ETF industry’s three-decade history.
Grayscale ‘committed’ to making biggest crypto fund an ETF
The company says it will convert its $39 billion Grayscale Bitcoin Trust into an exchange-traded fund as soon as U.S. regulators allow.
