4218 results found

Fuhr: the shooting stars of active management often fall hardest

News,

… The performance of active fund managers is like the path of a meteor entering the Earth’s … just published the Persistence Scorecard – a semi-annual companion report that compares funds to each other, rather than to indexes – by …

Behind the exchange-traded label

News,

… under European Ucits rules.  In fact, the position is far from clear-cut. Whereas exchange-traded funds are … exposures, exchange-traded notes and exchange-traded commodities lack either of these characteristics. The most common ETN and ETC exposures are wrapped into a debt …

Factor indices – a smarter name for smart beta

News,

… beta) indices have gathered a lot of attention recently. It is surprising that rather than describing what they are, … value of 1.0. It is expressed as the volatility of returns compared to a benchmark, such as the FTSE 100. A fund with a … indices, which weight stocks according to a company’s size as reflected in the share price, and has …

Growth trajectory

News,

… Fund and Asset Management Association. The move to indexing is being driven by several factors, including investors’ … expected to increase after the retail distribution review comes in, while more investors are using ETFs to implement … exposures, exchange-traded notes and exchange-traded commodities lack either of these characteristics. The most …

Evolution not revolution on guidelines from Esma

News,

… – which member states must make “every effort” to comply with – do contain considerable detail. This will serve ETF investors and ultimately the ETF industry … ETF” must be in the title of the fund. This move is welcome because it provides a clear distinction from non-fund …

Costs fall as rivalry grows - but TERs still have a long way to go

News,

… in Europe have declined over the past year as increasing competition among providers has helped drive costs down. … by ETFGI, the overall average TER for ETFs in Europe is now 36 basis points (bps) down from 37bps in January … The move to lower fees has in part been fuelled by price competition among many of the ETF managers. A number of …

make money by choosing the right index

News,

… Selecting the right index is important and should be the first decision when investing … ‘market return’ associated with an asset class, it is most commonly accessed through index tracking funds. Indexing is … offering diversification. Beta strategies can also complement alpha. As investors alter the way they view their …

New Healthcare Focussed ETF Lists on the JSE

News,

… Itrix Solactive Healthcare 150 Exchange Traded Fund (ETF) commenced trading today on the Johannesburg Stock Exchange … to the healthcare industry across developed markets. This ETF is unique because it is the first to have a sole … of Solactive Developed Markets Healthcare 150 Index, which comprises the largest 150 healthcare companies in the …

Global X Japan listed 2 thematic ETFs on the TSE

News,

… Kanamura) announced that the following two ETFs were listed on the Tokyo Stock Exchange on December 8. Global X … ETF aims to track Indxx Japan Fintech Index. The index is composed of stocks listed in Japan, classified into nine … as “Pure Play stocks” (with more than 50% of their sales coming from sub-themes related industries) or “Quasi Play …

AIMSE Europe Annual Conference

Event,

… What can the industry do to restore trust?  Comments on the implications of the FCA Review. What changes are coming down the line for asset … can the industry learn from more trust worthy sectors? This full-day conference aims to help business development …