Market Moves
Investors’ Confidence in ETFs Continues to Grow, per State Street
The firm’s 2024 ETF Impact Survey found exchange-traded-fund use highest in Japan, lowest in Sweden and the U.S.
Tag: ETFs
Research
Human Capital: A New Investment Thesis That Is Delivering So Far
By measuring employee morale and other people-centered influences on share prices, fledgling ETFs have beaten benchmarks—and attracted a large SWIB position.
Passive Strategies Poised to Take Mutual Fund, ETF Market Lead
Despite a ‘symbolic’ victory for passive expected in 2024, active remains dominant in the larger investing context, according to Cerulli.
Market Moves
Asset Managers See Revenue, Income Drop in 2022
It was a tough year, but margins didn’t suffer that much, ISS Market Intelligence says.
Asset Allocation
ESG, Non-ESG Investing Returns Differ Minimally, Says Research Affiliates
But when portfolios are not cap-weighted, green-oriented investments do better, the firm finds.
Asset Allocation
How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?
Asset Allocation
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
How Come Volatility Is So Darn Wild?
Lots of bad news is one reason. But changes in the market’s structure figure in, too.
Asset Allocation
Passive ETFs Turn Out to Be Pretty Active
They’re often used or even constructed to be anything but index-hugging funds, a study says.
Newsmakers
Sustainable Funds See Record-Breaking Year in 2021
ESG funds attracted nearly $70 billion in net flows last year, a 35% increase from 2020.
Market Moves
ETFs on the March: Huge Inflows in September Set Up 2020 for Near Record
They gathered $35.2 billion last month, which should make this year second only to 2017’s blowout.
US Sustainable Fund Investment Soars to Record High in H1 2019
The $8.9 billion in inflows in the first six months smashes 2018’s full-year record.
Why the Index Effect Is Now Ineffectual
A favorite arb maneuver is crowded out by a swarm of ETFs adding and subtracting stocks.
Passive Investing to Overtake Active in 2021, Says Moody’s
Indexes now make up a bit more than one-third of funds, but will reach 50% in two years, the agency says.
ETFs Are in Higher Demand from Insurers
Buyers of the funds triple in number, although these securities are still a small part of carriers’ portfolios, study says.