ETFs – Page 4

  • Building a carbon transition portfolio
    Special Report

    Building stronger portfolios for a low carbon world

    ETF Guide (2021)

    Limiting further global warming will require less fossil fuel use and an increase in the production and use of greener forms of energy. As the world transitions to a low carbon economy, investors need to prepare their portfolios to manage the risks and capitalise on the opportunities that are being created across all markets, sectors and regions. 

  • E-mini S&P 500 ESG futures quarterly average daily volume and open interest since launch
    Special Report

    ESG futures: building from a strong foundation

    ETF Guide (2021)

    Environment, social and governance (ESG) criteria have moved to the forefront of fund managers’ decisions, meaning that risk, reward and sustainability are now the three key considerations when investing.

  • China accounts for more than half of global bonds yielding more than 2.5%
    Special Report

    China bond ETFs: the path to a new opportunity

    ETF Guide (2021)

    Historically, investors outside of China have struggled to access the country’s full range of unique investment opportunities. But this story is changing as policymakers seek to liberalise Chinese stock and bond markets to allow greater access to onshore Chinese investments.

  • 2. UCITS ETFs secondary trading volumes as % of euro IG and HY corporate bond volumes
    Special Report

    The European bond market is modernising

    ETF Guide (2021)

    The European bond market is modernising at a rapid pace, and fixed income exchange-traded funds (ETFs) are playing a crucial role in driving this progress. ETF liquidity, price transparency and versatility are propelling many of the developments we see in the market today and are supporting a more robust and structured bond ecosystem.

  • Andrew-Beer-dynamic-beta
    Special Report

    The ETFs that could gain from the Biden presidency

    ETF Guide (2021)

    US President Joe Biden has set out ambitious spending plans since taking office in January. Investors are looking closely at what this means for markets and monetary policy.

  • Alpha is becoming a critical component to overall returns
    Special Report

    Enhanced index strategies offer the best of both worlds

    ETF Guide (2021)

    Passive investing strategies have been some of the biggest beneficiaries of above-average equity market performance over the past decade: they produced strong returns for investors without needing to take any active risk to generate performance. 

  • Anna Paglia 2021 Headshot - High Resolution
    Special Report

    Semi-transparent ETFs: balance and confidence

    ETF Guide (2021)

    For now, active semi-transparent or non-transparent exchange-traded funds are likely to remain unique to the North American and Australian investment markets; their European counterparts appear reluctant to take the plunge, although some industry experts believe this will change in time.

  • Relative AUM growth of select themes
    Special Report

    Theme regime: thematic investing and asset allocation

    ETF Guide (2021)

    Portfolio construction has come a long way from the early work of Markowitz back in the 1950s. In the late 1990s and early 2000s, investors found more sophisticated quantitative methods to assess risk, expected return and the associated investment opportunities through mathematical machinery such as factor modelling. 

  • Excess returns versus active risk for country, sector, currency, style and selection components
    Special Report

    ESG outperformance: not about one factor

    ETF Guide (2021)

    The recent outperformance of many ESG indices relative to broad market indices is well documented. The resilience of ESG strategies during the COVID-19 crisis has broadened the appreciation and appeal of ESG.

  • robin-marshall-of-ftse-russell
    Special Report

    Bonds, boutiques and Bitcoin: ETF trends in 2021

    ETF Guide (2021)

    The extreme events of 2020 sent ripples through the exchange-traded fund (ETF) market. Highly volatile markets in the first quarter gave way to a huge rally later in the year, with thematic products in particular reaping the benefits of significant inflows.

  • ETFs Guide 2021 intro
    Special Report

    ETFs Guide 2021: A story of scale, scope and sophistication

    ETF Guide (2021)

    In tandem with continued strong inflows, which you will see illustrated in granular detail in the data supplied by research and consultancy firm ETFGI at the back of this year’s ETF Guide, the scope of ETFs’ role is broadening with the adoption of what one asset manager describes as a ‘whole portfolio’ approach.

  • Dynamic individual portfolio - mapping exposures and performance
    Special Report

    From fixed weights to all-weather: rethinking the 60/30/10 portfolio

    ETF Guide (2021)

    In the current environment of low interest rates, policy uncertainty, large dispersion of global growth outlooks and gyrating equity markets, asset allocation is one of the foremost considerations for investors. Fixed weight portfolios such as the 60/40 portfolio (ie, 60% equities and 40% fixed income) have been widely used – the main benefits being their conceptual simplicity, ease of implementation and, historically, the diversification benefits across equity and fixed income returns.

  • News

    ​Varma invests €200m in BlackRock US ‘transition readiness’ ETF

    12 April 2021

    Finnish pension insurer was only European anchor investor in the €1bn-plus NYSE launch

  • News

    Major asset managers announce leadership changes

    10 February 2021

    Amundi, BlackRock appointments ‘reflect ETF, meritocracy’ trend

  • Does it matter if China gets old before it gets rich?
    News

    Asset management roundup: SLA China venture gets pensions licence

    14 January 2021

    Plus: Debut Paris-aligned fixed income ETF; Invesco’s RI framework; Franklin Templeton starts investment institute

  • ETF Guide 2010
    Special Report

    Versatile and resilient on the path to maturity

    ETFs Guide 2020

    The ETF market continues its penetration across asset classes beyond equities, its traditional area of activity: According to data from ETFGI, fixed income ETFs account for the largest proportion of net new assets for the second year running and now represent 20% of the market, while commodities ETFs grew 30% in value in the year to July. 

  • Rima Haddad
    Special Report

    Getting what you pay for

    ETFs Guide 2020

    Price wars are nothing new for passive asset managers, but the contest has been particularly intense in the exchange-traded funds (ETF) space as new and existing players jostle for position. While low cost is always a draw it is clearly not the only factor in the investment decision process.

  • Average bid:ask spread, March 2020
    Special Report

    Fixed income ETFs: a turning point for European pension funds

    ETFs Guide 2020

    Over the past decades, European pension funds have experienced many changes and challenges. Through it all, the European DB market has continued to de-risk, while DC systems have become the new normal. 

  • Special Report

    ESG: remarkable progress, evolving indices and futures growth

    ETFs Guide 2020

    The unprecedented economic turmoil caused by the COVID-19 virus has led for calls to reshape the global economy to make it fairer and more environmentally sustainable. Campaigners are challenging governments to direct their record stimulus funds towards projects and investments that benefit broader society.  

  • Eric Wiegand
    Special Report

    ESG integration demands definitions and data

    ETFs Guide 2020

    The first ETF in Europe that focused on environmental, social and governance (ESG) factors was launched by iShares in 2006.