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Charles Schwab ’
May 18th, 2020 |
By James Lord, CFA
A proposal by a cabal of dominant ETF issuers that calls on exchanges to adopt a new naming convention for exchange-traded products has prompted a backlash from smaller, innovative rivals who claim the move is anti-competitive.
Posted in ETF and Index News |
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Tags: Charles Schwab, Direxion, ETF and Index News, ETF Industry News, Fidelity Investments, Invesco, iShares, ProShares, SSGA SPDR, United Kingdom, United States and Canada, Vanguard
Apr 29th, 2020 |
By Guest
By Emily Doak, Managing Director of ETF Research for Charles Schwab Investment Advisory.
The record volatility of 2020 has been accompanied by a higher than usual number of exchange-traded product closures, especially among leveraged and inverse products.
Posted in Alternatives / Multi-Asset |
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Tags: Charles Schwab, Commodities, Equities, ETF and Index News, ETF Industry News, ETNs and ETCs, Leveraged and Inverse ETFs, ProShares, Volatility
Apr 15th, 2020 |
By James Lord, CFA
JP Morgan Asset Management has added to its ‘BetaBuilders’ suite of low-cost, passively managed ETFs with the launch of the JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC US) on NYSE Arca. The fund is linked to the Morningstar US Mid Cap Target Market Exposure Extended Index and provides investors with liquid, cost-effective access to mid-cap equities trading in the US. It comes with an expense ratio of 0.07%.
Posted in Equities |
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Tags: BNY Mellon, Charles Schwab, Equities, ETF and Index News, ETF Industry News, ETF Launch, JP Morgan, Morningstar, United States and Canada, Vanguard
Apr 13th, 2020 |
By James Lord, CFA
Financial services giant BNY Mellon has introduced a trio of ultra-low-cost ETFs, with five more launches planned for the coming weeks. The NYC-headquartered firm is well established in the ETF space as a custodian and administrator but this is the first time it has rolled out its own ETFs. Mitchell Harris, CEO of BNY Mellon Investment Management, said, “We are putting the entire firm to work for our clients to offer high-quality products at a very competitive fee level.”
Posted in Equities |
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Tags: BNY Mellon, Charles Schwab, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, Morningstar, United States and Canada, Vanguard
Sep 20th, 2019 |
By James Lord, CFA
State Street Global Advisors (SSGA) has rebranded seven ETFs and reassigned them to its ‘SPDR Portfolio’ suite of ultra-low-cost ETFs. Noel Archard, Global Head of SPDR Product SSGA, commented, “The SPDR Portfolio suite was initially launched to give investors greater choice in low-cost ETFs. With today’s additions to the line-up, we’re offering investors more fixed income and international equity ETF options to help investors refine their asset allocations.”
Posted in ETF and Index News |
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Tags: Charles Schwab, Equities, ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, Global, iShares, SSGA SPDR, Vanguard
Aug 29th, 2019 |
By James Lord, CFA
Two US-listed ETFs providing exposure to Treasury Inflation-Protected Securities (TIPS) are enjoying significant demand as investors position their portfolios to withstand the effects of future interest rate cuts.
Posted in Fixed Income |
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Tags: Charles Schwab, ETF and Index News, ETF Industry News, Fixed Income, Lyxor, ProShares, United States and Canada, Vanguard
Aug 23rd, 2019 |
By Guest
By Michael Iachini, Vice President, Head of Manager Research for Charles Schwab Investment Advisory.
Once considered an investment fad, socially conscious investing is today a $12 trillion business with nearly 400 ETFs and mutual funds guided by socially responsible investing (SRI) strategies. What’s more, these funds have demonstrated they can keep up with – if not exceed – the performance of more traditional funds.
Posted in ETF and Index News |
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Tags: Charles Schwab, Equities, ETF and Index News, ETF Industry News, Fixed Income, Themes and Strategy, United States and Canada
Jul 26th, 2019 |
By Guest
By Michael Iachini, Vice President, Head of Manager Research for Charles Schwab Investment Advisory.
There are plenty of advantages in using ETFs to fill gaps in an investment portfolio, and lots of investors mix and match ETFs with mutual funds and individual stocks and bonds in their accounts. But it’s equally possible to build a complete portfolio out of nothing but ETFs, which in most cases track indexes.
Posted in ETF and Index News |
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Tags: Charles Schwab, Commodities, Equities, ETF and Index News, ETF Industry News, Fixed Income, United States and Canada
May 16th, 2019 |
By Guest
By Randy Frederick, Vice President of Trading and Derivatives, Charles Schwab.
Have you ever spent hours identifying a potential trade, only to see the stock drop on unexpected company news, be it a sudden CEO departure, a product recall, or a public inquiry? For traders who have a hard time stomaching such uncertainty, ETFs may be able to help.
Posted in ETF and Index News |
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Tags: Charles Schwab, Equities, ETF and Index News, ETF Industry News, Fixed Income, Themes and Strategy, United States and Canada, Volatility
May 14th, 2019 |
By Guest
By Emily Doak, Managing Director of ETF Research for Charles Schwab Investment Advisory.
Even though funds are required by the US Securities and Exchange Commission (SEC) to include warnings that past performance is not a guarantee of future success, it’s difficult to ignore the performance information displayed prominently in charts and graphs, and, like sports fans, investors sometimes get caught up in the excitement swirling around a “winning” fund.
Posted in ETF and Index News |
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Tags: Charles Schwab, Equities, ETF and Index News, ETF Industry News, iShares, Themes and Strategy, United States and Canada