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Fidelity Investments ’
Feb 8th, 2021 |
By James Lord, CFA
Fidelity has rolled out four new actively managed semi-transparent ETFs including one that replicates the strategy behind the flagship Fidelity Magellan Fund.
Posted in Equities |
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Tags: Active ETFs, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, United States and Canada
Jan 28th, 2021 |
By James Lord, CFA
Fidelity Investments has launched two asset allocation ETFs in Canada constructed primarily from existing factor ETFs offered by the firm.
Posted in Alternatives / Multi-Asset |
Comments Off on Fidelity Canada unveils factor-based “all-in-one” asset allocation ETFs
Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, Fixed Income, Global, Horizons, iShares, Smart Beta, United States and Canada, Vanguard
Jan 7th, 2021 |
By James Lord, CFA
Invesco has introduced its first actively managed semi-transparent ETFs in the US.
Posted in Equities |
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Tags: Active ETFs, Alternatives, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, Invesco, United States and Canada
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
Dec 7th, 2020 |
By James Lord, CFA
Fidelity International has rounded out its sustainability-focused enhanced equity ETF suite with the launch of two actively managed strategies offering Japanese and Asia Pacific ex-Japan exposures.
Posted in Equities |
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Tags: Active ETFs, Asia Pacific, Emerging and Frontier, Equities, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, Japan, MSCI, Themes and Strategy
Nov 30th, 2020 |
By James Lord, CFA
Fidelity International has launched a new actively managed ETF providing sustainability-focused exposure to emerging markets.
Posted in Equities |
Comments Off on Fidelity adds EM ETF to enhanced equity ESG suite
Tags: Active ETFs, Emerging and Frontier, Equities, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, MSCI, Themes and Strategy
Aug 21st, 2020 |
By Simon Smith, CFA
The Nottingham Company has been successful in its application to the SEC for exemptive relief for use of Blue Tractor’s ‘Shielded Alpha’ ETF structure.
Posted in ETF and Index News |
Comments Off on Nottingham cleared by SEC to launch white labelled non-transparent ‘Shielded Alpha’ ETFs
Tags: Active ETFs, Eaton Vance, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, Invesco, T. Rowe Price, United States and Canada
Jun 12th, 2020 |
By James Lord, CFA
Fidelity’s Canadian operation has rolled out several new ETFs on Toronto Stock Exchange, extending its offering of factor strategies with a series of rules-based value and momentum exposures and introducing an actively managed global fixed income fund.
Posted in Equities |
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Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, Fixed Income, Global, Smart Beta, United States and Canada
Jun 8th, 2020 |
By James Lord, CFA
Fidelity Investments has launched three actively managed equity ETFs in the US, based on existing mutual fund strategies, that are the first to utilize the firm’s proprietary semi-transparent ETF structure. Greg Friedman, Head of ETF Management and Strategy at Fidelity, commented, “Fidelity’s proprietary methodology is an industry-leading approach, designed to fit seamlessly within the existing ETF market and provide investors with greater choice and ease in accessing active investment strategies.”
Posted in Equities |
Comments Off on Fidelity debuts semi-transparent ETFs with triple launch
Tags: Active ETFs, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fidelity Investments, Goldman Sachs, Themes and Strategy, United States and Canada
Jun 3rd, 2020 |
By Simon Smith, CFA
Fidelity International has extended its range of sustainable investment funds with the launch of three actively managed enhanced equity ETFs on London Stock Exchange and Xetra. The ETFs provide broad US, European and global equity market exposures while targeting companies that Fidelity believes offer superior sustainability and fundamental characteristics. Nick King, Head of ETFs, Fidelity International, said, “We believe these are cost-effective and differentiated products aligned to the needs of ESG conscious investors.”
Posted in Equities |
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Tags: Active ETFs, Equities, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, Europe, Fidelity Investments, Global, JP Morgan, MSCI, United States and Canada