Author Archives: gurvich1
Study: Hedge Funds Outperform Other Asset Classes Commissioned By KPMG
Apr 24 2012 New research commissioned by KPMG and a hedge fund lobby group shows hedge funds have significantly outperformed equities, bonds and commodities over the last 17 years. The report—The Value of the Hedge Fund Industry to Investors, Markets and the Broader Economy—was done by the Centre for Hedge Fund Research at Imperial College in London at the behest of the international tax firm and the Alternative Investment Management …
Misleading ETF’s By Karen DeMasters
April 23, 2012 “Let the buyer beware.” According to Casey Research, that should be the mantra for some exchange-traded funds now on the market that have misleading names that don’t reflect their true makeup. Casey Research issued a report that names funds it says are particularly misleading or require careful scrutiny before investing in it. The report, written by senior analyst Vedran Vuk, doesn’t necessarily conclude that the funds are …
ETF Liquidity In Action by Noel Archard
April 12, 2012 If you know me, you know I love a good liquidity story. Watching the tape a few weeks ago, I saw what I think is a great example of liquidity in one of our newer funds and the ETF creation/redemption process in action. Some investors tell us that seeing trading volume is important to feel comfortable buying a newly launched ETF. Understandably, they want to make sure …
Active Bear ETF: Insurance for your portfolio -By Jeff Reeves, Editor of InvestorPlace.com
Manager John Del Vecchio on why his ETF isn’t tied to an index and why it’s a great hedge “The stock market is far more likely to blow up…than your house is likely to burn down.” – Active Bear ETF manager John Del Vecchio A lot of investors have been feeling bearish lately after the stock market’s red-hot run since Thanksgiving. After all, expensive oil, high unemployment, persistent housing trouble …
ETF Assets Seen Growing to $5 Trillion By Tom Lydon
March 31st at 6:00pm Current Affairs News: Rise of Volatility ETFs Impacting VIX Futures Schwab Mulls ETF Warnings: Report BlackRock Closing Canadian Inverse Bond ETF The nascent exchange traded fund industry is quickly expanding and garnering greater assets, sometimes at the expense of the mutual industry. At its current pace, ETF assets under management could double in just a few more years as more independent advisors utilize the low-cost investments, …
Investing inactive funds: What’s the point? By Natsuko Waki
Ă‚Â March 19, 2012 Active vs passive investment is a long-lasting debate: active funds will tell you they deliver alpha (extra returns), but for a fee. Passive investment simply tracks the index so it’s cheaper. TheĂ‚Â riskĂ‚Â isĂ‚Â you may under-perform yourĂ‚Â peers. New research from Thomson Reuters Lipper throws upĂ‚Â an interesting twist in the debate: It found thatĂ‚Â less than half of theĂ‚Â actively managed mutual funds in Europe outperformed their benchmarksĂ‚Â over the past 20 years. …
ETF Portfolios will transform investing By Philip Salter
Monday 12th March 2012 Picking exchange-traded funds is as tricky as choosing the right equity – but off-the-shelf solutions will open up these efficient products to more investors THE inability of many active managers to beat their index over a year should shock investors. Their failure over a longer period of time should have them running for the hills. Through luck or judgement some outperform, but often not for long, …
Larry Fink: Investors recognise fantastic ETF innovation
BlackRock chairman and chief executive Laurence Fink gives his insight into the future of exchange traded funds (ETFs) and how increased wealth manager uptake of the products will affect the development of the market. Developing demand for index funds and ETFs Index and ETF investing has been a phenomenal growth story over the last decade. We’ve seen an increase in demand internationally and from the whole spectrum of investor …
Off-The-Shelf Sector Rotation By David Sterman For Financial Advisor
Many investors use exchange-traded funds as part their sector rotation strategies aimed at capturing the winners in the ever-changing economy. Now there are a small (and as of last week, soon-to-be smaller) number of ETFs that do some of the legwork for them by rotating their holdings from sector to sector to keep abreast of broader economic cycles. With the economy moving from a post-recessionary phase into an early growth …
In New Year, Being More Active Is Thus Far Good (Financial) Advice By Sarah Morgan
Mutual-fund managers who actively trade—and pile up fees in the process—have long been punching bags for investors. But suddenly they look like heavyweight champs. After being trounced by the stock market for years, so-called active managers are on a hot streak. In January, 70% of large-cap stock pickers outperformed the S&P 500-stock index, according to data from Bank of America Merrill Lynch. Not even a quarter of them could make …