In My Opinion

Due diligence framework needed for selecting index ETFs

Due diligence framework needed for selecting index ETFs

Prerna Chandak, pictured, Vice President ETFs at Canada’s Mackenzie Investments, has published a white paper on index investing, finding that advisers and investors should consider a due diligence framework for selecting index ETFs, ideally one that includes four key components: assessing index exposure, product structure, total cost of ownership and support offered by the ETF provider.

Stewardship survey

Sage Advisory’s 2021 Stewardship Survey finds improved voting practices among ETF sponsors

Sage Advisory’s 2021 Stewardship Survey finds improved voting practices among ETF sponsors

Sage Advisory Services has released its fourth annual Sage ETF Stewardship Survey, revealing that, among large and small ETF providers, close to 90 per cent of respondents received the highest possible score in the newly added section focused on diversity, equity, and inclusion (DEI). This is the first year the stewardship report, which examines how ETF sponsors perform their fiduciary duties on behalf of ETF investors, has been broadly released.

Data

BlackRock reports June ETP inflows into US ETPs as second highest month on record

BlackRock reports June ETP inflows into US ETPs as second highest month on record

BlackRock’s global ETP flows figures for June 2021 show that flows into US equity ETPs increased 2.5x vs. May’s flows, with USD71.7 billion of inflows in June – the second-highest month on record, behind the mammoth USD75.7 billion added in March this year, and ahead of the USD61.7 billion added in February.