All ETFs Guide articles – Page 7
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Special Report
Creating value through smart beta ETFs: myth or reality?
Smart beta ETFs can allow investors to benefit from the many positive attributes of both traditional passive and active strategies
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What makes the best ETF?
What makes the best ETF for one investor will be very different for another
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How big can the ETF market become?
Assets worldwide in exchange-traded funds (ETFs) are on a seemingly unstoppable growth path. Can anything halt ETFs’ progress?
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Attractiveness of local currency emerging market debt
Emerging market debt has become a core part of many investors’portfolios. Yet this asset class has also evolved rapidly
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Global regulators take another look at ETFs
The rapid growth of ETFs globally means that we are seeing increased official scrutiny of the sector
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Active ETFs’ disclosure challenge
Active ETFs are still getting off the ground, representing just over 1% of the worldwide ETF market. Nevertheless, they are the focus of intense interest
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Understanding factor investing
Interest in factor investing is increasing. According to Morningstar data, over 60 smart beta-related ETFs were launched in 2015 in Europe, almost double the number launched in 2014
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Regulatory trends and the implications for UCITS ETFs
Based on the European regulations that have been published in the last few years, it would seem that regulators consider transparency to be the panacea to all investor concerns. Already, in this space, the European Securities and Markets Authority (ESMA) provided its guidelines on ETFs and other UCITS issues in 2012, which were completed by the ESMA Q&As of March 2013.
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Trends that will shape the ETF market
Few doubt that ETF use will grow in the years ahead. Three out of four participants in a recent PwC survey believe the market will at least double by 2020 to US$5trn (€4.4trn)1. BlackRock believes European ETFs will reach US$1trn a year earlier, in 2019.
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Observations on ETF liquidity
The exchange-traded fund (ETF) market continues to grow rapidly in size and popularity, reaching $3trn in assets worldwide
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Driven by innovation
Perhaps no instruments reflect the diversity and innovation of the financial sector better than exchange-traded funds (ETFs). They are also now a firm fixture of pension fund investing, embraced by 37% of European institutional investors, as EDHEC-Risk’s latest survey shows.
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Interview: Denys Glushkov - Passive redux
For institutional investors trying to build a portfolio from the myriad smart beta ETFs providers are offering, the way forward might be a step back – to passive index investing.
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Investor case study: Fonditel
Fonditel is a curio in the Spanish savings market. With almost €3bn under management it is by far the largest funded company pension arrangement, for sponsor and owner Telefonica
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The big picture on ETFs
The ETF industry continues to prosper on almost every metric. Yet it does face both headwinds and tailwinds
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Smart beta strategy evaluation and due diligence
Factor investing seeks to identify and capture broad, persistent drivers of return. It is the formalisation of, for example, the idea of seeking inexpensive companies (value investing) or high quality balance sheets (quality investing) – intuitive investment styles that have long been part of the active management toolkit
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Sustainable investing is becoming much more important
The importance of sustainable investments is steadily increasing. At the same time, the debate surrounding the added value of this investment approach continues
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An agile response to divergent policy
Divergent monetary policy activities by major central banks are having impacts right across yield curves. For investors, this means an agile investment strategy will be vital to the overall performance of their bond portfolio.
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Advanced engineering
Factor investing has powered the growth of generic smart beta strategies underlying the broad ETF market. But it is entering a new phase of development that is seeing institutional investors move from studying the approach to adopting tailored versions
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Addressing current liquidity concerns
Two years ago, BlackRock’s chief executive Larry Fink warned that structural problems with leveraged ETFs had the potential one day to “blow up” the industry. While the alleged explosion hasn’t yet happened, does that mean the danger has gone away?
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EDHEC European ETF Survey 2015 – some key results
EDHEC Risk Institute conducted its ninth survey1 of European investment professionals on the usage and perceptions of ETFs at the end of 2015 with the support of Amundi ETF, Indexing & Smart Beta. EDHEC-Risk Institute’s ETF surveys now provide a continuous assessment of practices and views amongst professional investors since 2006.
