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2 new ESG ETFs bring small- and mid-cap stocks into focus
The funds are the first ETFs to track the environmental, social and governance versions of the indexes. The DWS suite of ESG ETFs come with a tracking error of about one percentage point.
Latest gold ETF times the market so advisers don’t have to
The fund rebalances gold and cash based on recent market volatility. It marks the first product from Wilshire Phoenix after the firm spent much of the past two years trying to get a bitcoin ETF approved by the SEC.
Betterment offers custom model portfolios for advisers
Advisers can build their own custom model portfolios of exchange-traded funds if they agree to move a minimum of $2.5 million in assets to Betterment.
Q4 2020 Fixed Income ETFs
Top 50 fixed-income ETFs ranked by quarterly returns Name3-Month Return %One-Year Return %Three-Year Annualized Return %Net Assets ($M)Expense…
Amid bubble fears, investors keep buying
Despite warnings of market excess, exchange-traded U.S. equity funds took in $7 billion last week, while the S&P 500 saw its best week since November.
State Street looking at options for asset management unit
The company has evaluated potential combinations with the asset management operations of rivals
DFA plans $20 billion dive into ETF market
In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds
BlackRock launches small-cap value ETF, defying market trends
Both small-cap shares and value strategies have taken a beating this year as the coronavirus sparked an economic crisis
401(k) fees are eating Americans’ retirement savings
To cut costs and ensure that workers retain every penny they've saved for retirement, policy makers should simply eliminate 401(k) intermediaries
Latest ETF launch promotes social justice
The new fund joins a short list of other exchange-traded products that have had mixed investing results
BlackRock, Vanguard, Transamerica roll out latest ESG funds
By applying ESG screens, the new funds alter the composition of the traditional indexes
Can buffered ETFs help clients ride out the storms?
There's a growing appeal for the downside protection the products provide, but there's also a downside to that protection
Wells Fargo files with SEC to offer ETFs
The wirehouse will become the latest major asset managers to enter the fray
Vanguard expands ESG ETF suite to include corporate bonds
The new fund is designed to fill a gap in the growing ESG market
A compelling step
While advisers generally tell clients to stay the course, there are few products that reward those who do
As pandemic rages on, ESG funds shine brightly
Outperforming the broader market yet again during a sudden downturn, ESG strategies are emerging as the new standard upon which to gauge a company’s ability to withstand risk
BlackRock waives ETF fees for New York Federal Reserve
The new fee structure addresses how the asset manager will handle conflicts of interest inherent in its arrangement with the Fed
CFRA ups its game on ETF research
New analysis uses machine learning for a closer look at underlying holdings
How passive is that passive ETF?
Court case raises the question of how much leeway funds have in following a benchmark.
Advisers bypass zero expense ratios for brand-name ETFs
Fund that pays investors 5 basis points annually attracts just $6 million
