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FTSE Russell report finds new high in smart beta, ESG and multi-factor index adoption

Mon, 22/05/2017 - 14:52

FTSE Russell’s report Smart beta: 2017 global survey, finds that there has been a new high in global smart beta index adoption and continued strong interest in smart sustainability and multi-factor indexes from global institutional asset owners. »

Lyxor ETF research finds fewer active funds outperform benchmark

Thu, 11/05/2017 - 12:43

Lyxor Asset Management has published the findings of its annual study comparing the performance of active funds domiciled in Europe with that of their benchmarks. »

World’s largest stock and bond funds report lower expense ratios

Tue, 02/05/2017 - 08:46

Vanguard has reported lower expense ratios for 82 mutual fund and ETF shares, including the world’s two largest stock funds and largest bond fund. »

Boaz Weinstein, Saba

Saba launches closed-end fund-focused ETF

Wed, 22/03/2017 - 13:44

Alternative investment firm Saba Capital Management has launched CEFS, an actively managed ETF that seeks to generate high income by investing in closed-end funds trading at a discount to net asset value (NAV) and hedging the ETF's risk to rising interest rates.   »

E Fund HK develops first Hang Seng Index inverse product with Taiwan's Yuanta Funds

Mon, 20/03/2017 - 13:56

E Fund Management (HK) Co has selected Yuanta Securities Investment Trust, one of Asia's largest inverse ETF issuers, as its technical adviser for developing the E Fund Yuanta Hang Seng Index Daily (-1x) Inverse Product (7302.HK). »

US equity passive fund inflows down USD1 billion in February

Mon, 20/03/2017 - 08:50

Investors put USD29.1 billion into US equity passive funds in February, down from USD30.6 billion in January 2017. »

Matteo Andreetto, STOXX

STOXX licenses quality dividend index to Yuanta SITC in Taiwan

Thu, 16/03/2017 - 10:04

STOXX, the operator of Deutsche Boerse Group’s index business, has licensed the iSTOXX MUTB Asia/Pacific Quality Dividend 100 to Yuanta Securities Investment Trust Company (SITC) in Taiwan to be used for a passive index fund. »

Alina Lamy, Morningstar

Investors turn to fixed income and money market in 2016, says Morningstar

Wed, 08/03/2017 - 08:36

Worldwide mutual fund and ETF asset flows decreased to USD728 billion in 2016 from USD1 trillion in 2015, signalling slowing demand for global markets. »

Institutional assets flow into ETFs

Wed, 01/03/2017 - 13:54

A new report from Greenwich Associates finds that institutional assets are flowing into ETFs as US institutions integrate ETFs into essential functions ranging from risk management and liquidity enhancement to the generation of income and yield in a challenging interest-rate environment.   »

US passive investing to overtake active in four to seven years, says Moody’s

Fri, 03/02/2017 - 08:51

The popularity of passive investments, including ETFs and index funds, will continue to outpace active investments and achieve a leading share of the US market by 2024 or sooner, according to Moody's Investors Service. »

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