MANAGER INSIGHTS

ARK enjoys stellar year as disruptive innovation hits its stride

Year to date figures for ARK Invest, the thematic investment firm focused on disruptive innovation, show their flagship fund, available as an ETF, and in a variety of other formats, ARK Disruptive Innovation, has returned 101.8 per cent year to date (as of 17/11/2020), while the firm’s assets, totalled at USD4 billion when ETF Express last interviewed them in 2018, are now USD33.3 billion (as of 31/10/2020).

By Beverly Chandler | 27/11/2020

Features

SS&C’s in-house asset manager ALPS Advisors celebrates arrival of semi-transparent ETFs and triumph of clean energy over traditional sources
SS&C’s in-house asset manager ALPS Advisors celebrates arrival of semi-transparent ETFs and triumph of clean energy over traditional sources

SS&C Technologies Holdings is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency, responsible for USD1.7 trillion in assets.

By Beverly Chandler | 16/11/2020
Defiance ETFs launches into SPACs space with SPAK
Defiance ETFs launches into SPACs space with SPAK

That most fashionable, but potentially volatile, of sectors, Special Purpose Acquisition Companies (SPACs) has seen enormous growth so far this year, with 133 SPACs, which are also known as blank cheque companies, floated in the US, raising USD51.1 billion, nearly four times last year’s volume, and a further 67 waiting to launch, according to Spac Research. Some 80 SPACs raised more than USD32 billion in Q3 2020.

By Beverly Chandler | 03/11/2020
INTERVIEW

New ETF gives pure play access to India’s financial services stocks for the first time

New ETF gives pure play access to India’s financial services stocks for the first time

US-based NextFins has launched INDF, the Nifty India Financials ETF, based on the Nifty Financial Services 25/50 Index, which reflects the performance of Indian banks, financial institutions, housing finance companies, insurance companies and other financial services companies.

By Beverly Chandler | 20/11/2020
IN MY OPINION

Three cheers for the innovators of Switzerland & three lashes for the UK’s Financial Services gatekeepers

Three cheers for the innovators of Switzerland & three lashes for the UK’s Financial Services gatekeepers

By Allan Lane, Algo-Chain – If you are a Discretionary Fund Manager running Model Portfolios on financial adviser platforms, you will often find that ETFs available on one platform are not available on another, which invariably forces the manager to oversee multiple incarnations of what is meant to be the same portfolio.

19/11/2020

Special Reports

FACTOR INVESTING

Invesco study finds factors rule for wholesale and institutional investors

Invesco study finds factors rule for wholesale and institutional investors

The fifth Invesco Global Factor Investing Study has found that the use of ETFs to invest in factor strategies has grown significantly. For wholesale investors, the study found that ETFs now account for 50 per cent of factor allocations, standing at 35 per cent for private banks and rising to 74 per cent for wealth managers.

20/10/2020