ETFs have grown 25% a year since 2002 and many experts see this growth continuing in the future. In addition to taking over a larger share of the broad market, ETFs could also grow in terms of complexity and structure. As index-based trading becomes more popular, as in the ETF market, ETF sponsors and index providers will “push to develop new and interesting indexes,” says Michael Mundt, a partner at …
Fidelity joins other providers looking to break open the spaceĂ‚Â |Ă‚Â Ă‚Â Aug 6, 2012 The market for exchange-traded funds has surged in popularity during the past decade, with assets now over $1.5 trillion. That growth is no fluke. ETFs offer both affordability and access, as they typically have low fees and track just about any type of market, from stocks to bonds to commodities. Still, the exchange-traded world isn’t perfect. Perhaps …
July 16, 2012 FactorShares, the ETF sponsor behind a quintet of leveraged spread funds and a trio of resource-focused equity funds now in registration, was acquired by a new white-label exchange-traded fund company that aims to help clients bring to market just about any sort of ETF imaginable. Terms weren’t disclosed. GencapVentures LLC—a new firm headed by former MacroMarkets Chief Executive Sam Masucci, and involving a number of ETF …
Bernstein Research poses the question this morning. Yes, the firm argues, exchange-traded funds’ growth could slow considerably. It could happen without a break into 401(k) plans and without substantial new growth outside ETFs’ home base in passive investing. Bernstein’sĂ‚Â Luke Montgomery, Brad Hintz and Gabriel Farajollah are specifically challenging the view that active management and fixed income can drive the industry’s asset levels as high as hoped. They’re taking on the …
11 June 2012 8:00 am Advisers have called for a simplified definition for the absolute return sector after the Investment Management Association published three potential proposals for an overhaul of its current structure. The trade body is considering redefining and dividing the sector to group the funds alongside traditional asset-based sectors. One option being explored is to sub-divide the existing absolute return sector, indicating which funds are targeting more stable …
Active and passive investments each have benefits, but when put together they could provide long-term, consistent returns Active vs passive investments – which should come first in your charity investment portfolio? Photograph: Gk Hart/vikki Hart/Getty Images The big debate within the investment community shows no sign of abating: which is better, active or passive investments? The argument is clouded by vested interests. We believe, however, that it’s a valuable debate …
Ă‚Â Tuesday, May 29, 2012 Today’s advice is simple: You need to call your broker and sell your mutual funds right now. Don’t worry. We aren’t on the brink of catastrophe. I don’t believe the stock market is going to collapse. But there is NO reason you should own any mutual funds today… or any other time for that matter. Selling your mutual funds will easily save you a hundred …
CHICAGO (MarketWatch) — Actively managed exchange-traded funds may have gotten the headliner needed to push this sleepy category into the investing mainstream. Bill Gross and his bond-fund-giant Pimco in early May added a third actively managed ETF to their roster. This offering follows their actively managed Pimco Total Return ETF BOND -0.0095% . What should investors make of frontier-market exchange-traded funds? Is the proliferation of leveraged ETFs hurting the market? …
May 14, 2012 | At times, it seems as if the number of ETFs available to U.S. investors will soon exceed the number of stars in the sky. That might be overstating things a bit, but the pace of expansion in the ETF industry has truly been impressive over the last several years. With multiple products seemingly debuting every week and very few shutting down (despite countless predictions to the …
Endowments’ embracing of alternative investments has paid off big May 8, 2012 Traditional portfolio management hasn’t worked for the past decade, and advisers need to change their investment strategies, Steve Blumenthal, chief executive of Capital Management Group Inc., told advisers Tuesday during a panel discussion at the NAPFA conference in Chicago. The firms of Mr. Blumenthal, along with David D’Amico, president of Braver Wealth Management LLC, and Michael McClary, director …