1021 results found

90% of mutual fund managers and 59% of institutional accounts #underperformed the S&P 500® on a net-of-fees basis over the 10-year period ending December 2017, according to new SPIVA study

News,

… negatively affect managers’ performance regardless of the type of investment account, though the magnitude of impact varies depending on the category. For active equity institutional managers, the one-year performance figures ending December 2017 were positive, as managers in 11 out of …

YieldMax™ Launches Semiconductor Portfolio Option Income ETF (CHPY)

News,

… CHICAGO and MILWAUKEE and NEW YORK, April 03, 2025 (GLOBE NEWSWIRE) -- … AAPL Option Income Strategy ETF Every 4 weeks $0.3440 29.51% 3.44% 87.26% BABO YieldMax™ BABA Option Income … its investments in options contracts. Transactions in some types of derivatives, including options, are required to be …

YieldMax® Introduces Option Income Strategy ETF on Berkshire Hathaway Inc. (BRK.B)

News,

… CHICAGO and MILWAUKEE and NEW YORK, June 05, 2025 (GLOBE NEWSWIRE) -- … R2000 0DTE Covered Call Strategy ETF Weekly 24.42% 0.89% 95.29% SDTY YieldMax® S&P 500 0DTE Covered Call Strategy ETF … its investments in options contracts. Transactions in some types of derivatives, including options, are required to be …

Institutional Users of ETFs and ETPs, 2012 Review

Research report,

… five years through 2012. Managers of ETFs and ETPs have always struggled to obtain data on investors globally using or holding their ETFs and ETPs, the investors using or holding … some or all of their ETFs and ETPs, though fees for this type of custom service can be upwards of €5,000 per ETF for …

BNY Mellon Announces New Enhancements to its ETF Order Capabilities

News,

… message.  The extended message structure supports all order types in all domiciles where BNY Mellon provides ETF …

Assets in exchange traded funds jump to record $6 trillion globally

News,

… as of October 31 surpassed the $2.89bn levels of 2015, according to London-based ETFGI. The massive growth of the ETF … are fit for purpose given the growth in assets and types of ETFs," Deborah Fuhr, managing partner and founder …

15th Annual Japan ETF Conference

Event,

… investing may allow Japanese investors to mitigate risk and diversify beyond traditional allocations. Join S&P DJI as we bring together … a later date, divided into segments by theme and investor type. You may attend the entire two-day program or just the …

Cautionary tale

News,

… went into ETFs tracking broad/aggregate fixed income indices.   Commodity ETFs also experienced net inflows year to … promoters themselves who argued the detriment of one type of ETF offered by their competitors to the benefit of … to you – on a par with that investment risk itself.   It was indeed ironic that the genesis of this concern lay in an …

Growth trajectory

News,

… globally, retail and institutional investors have been steadily embracing the use of exchange-traded funds. Last year, … to the performance of designated investments. Broadly, one type involves a senior, unsecured, unsubordinated note … end up incurring additional costs, leaving the risk/reward analysis for the investor. While this is not …

Dimensional Lists Three New Emerging Markets Equity ETFs

News,

… of investment solutions to build comprehensive, globally diversified models using Dimensional ETFs. AUSTIN, Texas--( … strong demand we are seeing for our ETF suite and look forward to serving our clients with even broader exposure to … portfolios across geographies, asset classes, and solution types.” More information about Dimensional ETFs can be found …