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
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.
Ross Klein (pictured), Founder and Chief Investment Officer at Changebridge Capital, writes on the potential effects of a proposed tax law change in the US on ETFs.
Fred Zheng (pictured) at Triplicity writes on the growth of ETFs in China – With continuous improvement of the ETF market, the ETF market in China entered a new stage of rapid development in 2020.
Ivan Gilmore (pictured), Head of Securities Trading, London Stock Exchange, London Stock Exchange Group (LSEG) writes that stock exchanges have shown resilience through mixed times and looks forward to a golden age of ETFs that lies ahead…
Jordan Waldrep (pictured), Principal and CIO of TrueMark writes that last year, the Environmental, Social, and Governance investing space, or ESG, saw some of the fastest inflows of any area in the ETF universe.
The Leisure and Entertainment sector could offer investors a unique way to play the economic re-opening writes Rene Reyna (pictured), Head of Thematic ETFs and Specialty Products, Invesco.
By Dave Shastri (pictured), Chief Strategist, TrussEdge – The growth in the size of the global ETF market remains spectacular. The volumes flowing into ETFs, including active ETFs, have many fund managers wondering whether now might be the time to look at launching one of their own.
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.
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.