In my opinion

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.

In My Opinion

Three areas of opportunity to support the rapid growth of the ETF industry

Three areas of opportunity to support the rapid growth of the ETF industry

Bill Kapogiannis, DTCC Executive Director, Equities Clearing Services writes that there is nothing like a crisis to help put things into perspective, and the market volatility that ensued as a result of the pandemic has placed a spotlight on the operations of the ETF market, especially as it relates to the need to increase operational efficiency while removing as much counterparty risk as possible.

IN MY OPINION

Why the success of model portfolios and the paradox of Schrodinger’s cat have a lot in common

Why the success of model portfolios and the paradox of Schrodinger’s cat have a lot in common

By Allan Lane, Algo-Chain – According to a recent article in the Wall Street Journal, the data provider Broadridge Financial Solutions estimates that model portfolios in the US held over USD4 trillion of assets as of September 2020, and to this we can safely add another USD1 trillion if we include the UK.

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.