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Charles Schwab ’
Nov 4th, 2021 |
By James Lord, CFA
Schwab Asset Management has teamed up with Ariel Investments to launch a semi-transparent actively managed ETF providing value-focused exposure to small- and mid-cap US equities while incorporating ESG criteria.
Posted in Equities |
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Tags: Active ETFs, Charles Schwab, Equities, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, United States and Canada
May 3rd, 2021 |
By James Lord, CFA
Schwab Asset Management has launched the Schwab International Dividend Equity ETF (SCHY US), a new ETF providing exposure to non-US stocks with quality fundamentals and a record of consistently paying dividends.
Posted in Equities |
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Tags: Charles Schwab, Equities, ETF and Index News, ETF Industry News, ETF Launch, Global, High Income, S&P Dow Jones, Smart Beta
Jan 7th, 2021 |
By James Lord, CFA
Bethesda, Maryland-based Euclid Investment Advisory has debuted its first ETF, an actively managed ETF of ETFs that utilizes technical analysis to shift tactically between various asset classes.
Posted in Alternatives / Multi-Asset |
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Tags: Active ETFs, Charles Schwab, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, Fixed Income, iShares, SSGA SPDR, Themes and Strategy, United States and Canada
Nov 23rd, 2020 |
By Guest
By Emily Doak, Managing Director of ETF Research for Charles Schwab Investment Advisory.
Just because an investment drops in value doesn’t mean it’s a bargain.
Posted in Commodities |
Comments Off on Commodity ETFs: It pays to do the research
Tags: Charles Schwab, Commodities, ETF and Index News, ETF Industry News, ETNs and ETCs, Gold and Precious Metals
Nov 16th, 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 Small Cap Equity ETF (BBSC US).
Posted in Equities |
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Tags: Charles Schwab, Equities, ETF and Index News, ETF Industry News, ETF Launch, iShares, JP Morgan, Morningstar, SSGA SPDR, United States and Canada, Vanguard
May 18th, 2020 |
By James Lord, CFA
Goldman Sachs Asset Management (GSAM) has become the latest investment giant to roll out its own range of competitively priced core ETFs. Debuting under the newly unveiled ‘MarketBeta’ brand, the three Cboe-listed ETFs track Solactive indices and provide economical access to market-cap-weighted portfolios of US, developed ex-North America, and emerging market stocks. They come with fees ranging from 0.07% to 0.36%.
Posted in Equities |
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Tags: Charles Schwab, Emerging and Frontier, Equities, ETF and Index News, ETF Industry News, ETF Launch, Global, Goldman Sachs, iShares, Solactive, SSGA SPDR, United States and Canada, Vanguard
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 |
Comments Off on Leveraged and inverse ETPs: Going, going, gone?
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