Surveys & research

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.

Story

Bloomberg Intelligence reports concentration risk in energy ETFs still a concern

Bloomberg Intelligence reports concentration risk in energy ETFs still a concern

The decreased concentration of stocks associated with the clean energy theme within ETFs provides investors with broader and less volatile exposure, writes Bloomberg Intelligence (BI). This also means that some more diversified ETFs such as BlackRock's iShares Clean Energy ETFs (ICLN and INRG) may have not benefited as much from the rebound of pure-player clean energy stocks since June, according to Bloomberg Intelligence (BI).

Story

NTree International comments that metals will benefit from Biden’s infrastructure bill

NTree International comments that metals will benefit from Biden’s infrastructure bill

President Biden’s signature USD579 billion infrastructure initiative is now one step closer to being rolled out, and its staggering size and ambition will have a profound impact on commodity markets and supply chains, in particular metals like copper, nickel, and silver, which stand to benefit substantially from this investment, says NTree’s head of research Hamad Ebrahim.

Story

Actively managed ETFs in the US eclipse USD250bn in AUM

Actively managed ETFs in the US eclipse USD250bn in AUM

Industry participants often cite liquidity, costs, transparency, and the relative tax advantages of exchange-traded funds (ETFs) as catalysts for the broad adoption of the structure over the past three decades.  Until recently, actively managed versions of ETFs were scarce, but growth has accelerated since the adoption of Rule 6c-11 (also known as "The ETF Rule") by the SEC in September 2019.

RESEARCH

Mackenzie Investments’ mid-year ETF report finds Canadian industry flourishing

Mackenzie Investments’ mid-year ETF report finds Canadian industry flourishing

Canada’s Mackenzie Investments, with CAD197.3 billion in assets under management, has published its 2021 Mid-Year ETF Report, which finds that CAD25 billion flowed into the Canadian ETF market in first five months of 2021, putting it on the path to beat 2020’s record-breaking CAD41 billion year. The six months also saw a record-breaking CAD billion in inflows to Canadian-listed ESG-focused ETFs between January and March.