ETFs

Displaying 2126 results
Direct indexing touted as client prospecting tool
ETFS FEB 06, 2023
Direct indexing touted as client prospecting tool

The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.

By Jeff Benjamin
Bucking the trend: Why some advisors refuse to outsource investment management
EQUITIES FEB 02, 2023
Bucking the trend: Why some advisors refuse to outsource investment management

As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.

By Jeff Benjamin
In 'hell freezes over' moment, American Funds pairs up with passive ETFs
EQUITIES FEB 01, 2023
In 'hell freezes over' moment, American Funds pairs up with passive ETFs

The 90-year-old active management complex is launching 12 model portfolios that combine its active mutual funds with ETFs from Schwab, Vanguard and BlackRock.

By Jeff Benjamin
BNY Mellon plans to launch ETF focusing on innovation space
ETFS JAN 31, 2023
BNY Mellon plans to launch ETF focusing on innovation space

The BNY Mellon Innovators ETF will invest in innovation-driven companies, which are considered to be ‘leading-edge’ firms.

By Bloomberg
More advisors are jumping on the bitcoin bandwagon
ALTERNATIVES JAN 27, 2023
More advisors are jumping on the bitcoin bandwagon

With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

By Jeff Benjamin
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus
ETFS JAN 25, 2023
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus

Nearly a year after it announced plans to enter the ETF space, the wirehouse is banking on its Calvert brand to carry the day.

By Jeff Benjamin
Vegan ETF gets ‘carbon neutral’ rating without credits
ETFS JAN 18, 2023
Vegan ETF gets ‘carbon neutral’ rating without credits

The VegTech Plant-based Innovation & Climate ETF is in line with a 2.12˚F temperature rise.

By Emile Hallez
Look before leaping into value stocks
EQUITIES JAN 10, 2023
Look before leaping into value stocks

Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.

By Jeff Benjamin
New ETF bets on companies led by women
EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

By Jeff Benjamin
Vanguard to launch municipal bond index ETF
ETFS DEC 22, 2022
Vanguard to launch municipal bond index ETF

The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.

By Bloomberg
ETF pioneer Kathleen Moriarty dies at 69
ETFS DEC 22, 2022
ETF pioneer Kathleen Moriarty dies at 69

She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.

By Bloomberg
Was 2022 the best year ever for exchange-traded funds?
ETFS DEC 19, 2022
Was 2022 the best year ever for exchange-traded funds?

From asset flows out of mutual funds and into ETFs, to mutual fund-to-ETF conversions and the emergence of single-stock ETFs, the liquid, low-cost, tax-efficient ETF wrapper has notched a lot of wins this year.

By Jeff Benjamin
Big Three's grip on ETF market continues to slip
ETFS DEC 15, 2022
Big Three's grip on ETF market continues to slip

Vanguard, BlackRock and State Street still command about 79% of all U.S. exchange-traded fund assets, but that's down from 91% in 2006.

By Bloomberg
Advisers should brace for the relentless case for direct indexing
EQUITIES DEC 02, 2022
Advisers should brace for the relentless case for direct indexing

Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.

By Jeff Benjamin
Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?
EQUITIES NOV 23, 2022
Are semitransparent ETFs inadvertently creating a market for fully transparent ETFs?

After nearly a decade of fighting for regulatory approval of semitransparent ETFs, the asset management industry is realizing what investors really want.

By Jeff Benjamin
Fidelity takes another bite of ETF market by converting six mutual funds
EQUITIES NOV 23, 2022
Fidelity takes another bite of ETF market by converting six mutual funds

The converted ETFs will join a small but growing universe of transparent active strategies.

By Jeff Benjamin
Midterms’ consequences for ESG
ETFS NOV 14, 2022
Midterms’ consequences for ESG

Regulators will press on with their climate agendas, as will anti-ESG politicians.

By Emile Hallez
ETF strategy that avoids noise of open markets will arouse adviser curiosity
EQUITIES NOV 03, 2022
ETF strategy that avoids noise of open markets will arouse adviser curiosity

NightShares bets on the serene sophistication of markets that are closed to beat the indexes by sitting out the action during the day.

By Jeff Benjamin
Liquid alts funds see inflows while mutual funds see record outflows
EQUITIES OCT 31, 2022
Liquid alts funds see inflows while mutual funds see record outflows

With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.

By Jeff Benjamin
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022
EQUITIES OCT 17, 2022
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022

The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.

By Jeff Benjamin