Nearly half of participants in pilot programme allowed to vote their shares chose to let the asset manager do it for them
Investors shrugged off market ructions and ignored the usual summer lull to pour $130bn into exchange traded funds
Smart beta pioneer and his firm Research Affiliates bet on long-term reversion to the mean
Evidence shows groups that get dumped from the S&P 500 tend to outperform
Asset managers turn to once-forgotten backwater to drive industry growth
The wirehouse is considering ETF versions of mutual funds already on its platforms, as well as new strategies
Active ETFs in Europe have so far launched with much lower fees than mutual funds, Morningstar analysis shows
We need to retire State Street
Fund debut comes despite closure of similar products by rival managers
Sales of equity ETFs dipped as markets began to look more ‘vulnerable’, according to LSEG Lipper
Inflows have remained modest for most managers even though there have been many more launches
‘Covered call’ ETFs were supposed to be a goldilocks investment but are not immune from sharp downturns
Buying frenzy highlights exuberance that gripped markets before this week’s sharp sell-off
Vehicles’ relatively high management fees are still cheaper than average charged by funds of funds
ICI finding stands in contrast to broader narrative of significant outflows from the wrapper
Passive investment strategies have outperformed, saving investors a fortune in fees, but it doesn’t always pay to be lazy
World’s largest asset manager believes we are at a ‘turning point’ as take-up of active ETFs accelerates globally
Investment groups are alarmed by efforts to curb their influence on governance and strategy at American lenders
Customers continue to withdraw their money from active funds
Asset manager says US regulators could enforce ownership caps, raising costs for index-tracking funds
The products, based on Nvidia, Tesla and GLD, provide premium income, limit capital gain, but cushion losses
It’s no surprise that social platforms are the go-to place when industry communications appear designed to obfuscate
‘Persistent liquidity challenges’ and denuding of the index have ended a 12-year experiment
An age-old wrangle about beating the index is getting weird
Demand for the ‘cheapest of the cheap’ remains fierce, according to Morningstar