‘ Dimensional Fund Advisors ’

Dimensional converts four mutual funds worth $29bn into ETFs

Jun 15th, 2021 | By
Dimensional successfully converts four mutual funds worth $29bn into ETFs

Dimensional Fund Advisors has completed the conversion of four of its US tax-managed mutual funds, collectively housing $28.8 billion in assets, into transparent actively managed ETFs.


Guinness Atkinson converts two mutual funds to ETFs in industry first

Mar 29th, 2021 | By
SEC postpones ruling on VanEck bitcoin ETF until at least June

Guinness Atkinson Asset Management has completed the conversion of two mutual funds to actively managed ETFs on NYSE Arca.


Dimensional launches enhanced emerging markets ETF

Dec 4th, 2020 | By
Gerard O’Reilly, co-CEO and Chief Investment Officer, Dimensional Fund Advisors

Dimensional Fund Advisors has introduced an emerging markets ETF that utilizes active management in a bid to provide enhanced returns compared to a purely passive index-based approach.


Dimensional makes ETF debut, reveals plan to convert mutual funds

Nov 18th, 2020 | By
Dimensional successfully converts four mutual funds worth $29bn into ETFs

Dimensional Fund Advisors has marched confidently into the ETF arena by launching two multi-factor strategies on NYSE Arca and filing plans to convert six existing mutual funds into ETFs early next year.


John Hancock adds US media & comms ETF to multifactor sector suite

Mar 15th, 2019 | By
John Hancock Multifactor ETFs

John Hancock Investments has completed its suite of multifactor US sector ETFs with the launch of the John Hancock Multifactor Media and Communications ETF (JHCS US) on NYSE Arca. The fund is linked to the John Hancock Dimensional Media and Communications Index, designed by smart beta specialist Dimensional Fund Advisors.


John Hancock cuts fees on multifactor sector ETFs

Feb 7th, 2019 | By
Andrew G. Arnott, President and CEO of John Hancock Investments

John Hancock Investments has reduced the expense ratios for its nine multifactor US sector ETFs sub-advised by smart beta specialist Dimensional Fund Advisors. “Providing shareholder value is intrinsic to John Hancock Investment’s multimanager model,” said Andrew Arnott, President and Chief Executive Officer, John Hancock Investments. “We are keenly aware of the landscape and how competitive fees, in addition to performance, can impact a portfolio.”


Manulife adds emerging markets ETF to multifactor suite

Dec 11th, 2018 | By
Bernard Letendre, Head of Wealth and Asset Management for Manulife.

Manulife has launched the Manulife Multifactor Emerging Markets Index ETF (MEME.B CN) on Toronto Stock Exchange. The fund, brought to market in partnership with smart beta specialist Dimensional Fund Advisors, targets returns attributable to size, value, and quality factor risk premia through a portfolio of emerging market equities. “This latest addition to our ETF platform is a reflection of our commitment to offering our clients competitive products that will help make their decisions easier and lives better every day,” said Bernard Letendre, Head of Wealth and Asset Management, Manulife Canada.


John Hancock expands Dimensional multi-factor offering with EM ETF

Oct 2nd, 2018 | By
Andrew G. Arnott, President and CEO of John Hancock Investments

John Hancock Investments has launched the John Hancock Multifactor Emerging Markets ETF (JHEM US) on NYSE Arca, providing exposure to emerging market equities that are weighted using a multi-factor process. “We’re pleased to bring Dimensional’s time-tested multifactor approach to our investors once again with this ETF,” said Andrew G. Arnott, President and CEO of John Hancock Investments.


Copia launches factor-enhanced portfolios

Feb 1st, 2018 | By
Hoshang Daroga, quantitative investment manager at Copia

Copia Capital Management, the discretionary fund manager of Novia Group, has launched its “Select Plus” range of managed portfolios, aimed at the UK adviser market. The suite of five portfolios are constructed using a blend of ETFs, as well as funds by Dimensional Fund Advisors, and provide access to risk premia associated with certain factor exposures. According to Hoshang Daroga, quantitative investment manager at Copia, the systematic factor-based approach can help advisers diversify portfolios and potentially enhance returns.


Manulife launches two multi-factor ETFs on TSX

Nov 28th, 2017 | By
Manulife Investments launches two new multi-factor ETFs

Manulife Investments has launched two new multi-factor ETFs on the Toronto Stock Exchange (TSX). The funds are sub-advised by Dimensional Fund Advisors and provide exposure to Canadian and US equities.