‘ IndexIQ ’

Sit launches short-term aggregate fixed income ETF

Oct 8th, 2019 | By
Bank vault cash ETFs

Sit Investment Associates has partnered with white-label platform ETF Managers Group to launch an actively managed ETF that targets high-quality, short-term domestic and foreign debt securities. The ETFMG Sit Ultra Short ETF (VALT US) has listed on NYSE Arca and comes with an expense ratio of 0.30%. The fund seeks to maximize current income while preserving capital and maintaining liquidity.


IndexIQ partners with Nasdaq Dorsey Wright on liquid alternative ETF model

Oct 4th, 2019 | By
Jon Zimmerman, Chief Operating Officer at IndexIQ

IndexIQ, in partnership with Nasdaq Dorsey Wright, has launched the IQ Alternative Allocation Model. The model provides advisors with an absolute return strategy built around IndexIQ’s suite of liquid alternative ETFs and powered by Nasdaq Dorsey Wright’s relative-strength expertise. Jon Zimmerman, Chief Operating Officer at IndexIQ, commented, “We are delighted to partner with Nasdaq Dorsey Wright to leverage their unparalleled methodology alongside our established expertise in liquid alternative ETFs to offer advisors and their clients lower-cost, innovative hedge fund strategies in a unique investment model.”


Is recession in the cards?

Sep 9th, 2019 | By
Sal Bruno, Chief Investment Officer at IndexIQ.

By Salvatore J. Bruno, Chief Investment Officer, IndexIQ.

There’s a saying that recessions don’t just happen; they’re the result of policy mistakes. There are differing opinions about the policy steps currently being taken with respect to trade and the Fed’s actions. This is causing market volatility and has economists worried, and more and more are predicting the possibility of recession between now and the end of 2020.


Invesco launches actively managed ESG-screened multi-factor ETF

Aug 6th, 2019 | By
Gary Buxton, Head of EMEA ETFs at Invesco

Invesco has announced the launch of the Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF on London Stock Exchange and Xetra. The fund provides exposure to an ESG-screened portfolio of global equities while targeting returns attributable to quality, value and momentum risk factors. Gary Buxton, Head of EMEA ETFs at Invesco, commented, “Three of the biggest trends we have seen over the past decade are growing demand for multi-factor strategies, ESG investments, and ETFs more generally. Proven expertise in all these areas has enabled us to respond to investor demand by delivering a multi-factor solution that adheres to strict ESG criteria and has all the benefits you would expect from our ETF structure.”


IndexIQ launches active ultra-short bond ETF

Aug 1st, 2019 | By
IndexIQ launches active ultra-short bond ETF

IndexIQ, a subsidiary of New York Life Investment Management, has launched an actively managed fixed income ETF that provides exposure to an ultra-short duration portfolio of bonds from multiple sectors. The IQ Ultra Short Duration ETF (ULTR US) has listed on NYSE Arca and comes with an expense ratio of 0.24%. The fund seeks to provide current income while limiting price volatility.


IndexIQ: Are small cap REITS undervalued?

Jul 19th, 2019 | By
Sal Bruno, Chief Investment Officer at IndexIQ.

Salvatore J. Bruno, Chief Investment Officer at IndexIQ, the issuer behind the $70 million IQ US Real Estate Small Cap ETF (ROOF US) investigates the investment case for small-cap real estate investment trusts (REITs). Based on historic valuations, Bruno finds that small-cap REITs are trading at an unusual discount and are offering substantially higher dividends than their large-cap counterparts.


Merger arbitrage ETFs: what happens when M&A activity slows down?

Jun 28th, 2019 | By
Merger Arbitrage ETFs

By Salvatore J. Bruno, Chief Investment Officer, and Mark Lacuesta, Director of Index Strategies, IndexIQ.

Given that merger arbitrage deals are the core component of a merger arbitrage strategy, what happens when merger & acquisition deal volume declines?


IndexIQ: What’s behind the REIT rebound?

May 7th, 2019 | By
Sal Bruno, Chief Investment Officer at IndexIQ.

By Salvatore J. Bruno, Chief Investment Officer, IndexIQ.

Real estate investment trusts (REITs) are off to a strong start in 2019, with the Morningstar US REIT Index up more than 14% year-to-date through 17 April 2019. On a trailing one-year basis, that number is a little over 17.5%. What’s behind this?


IndexIQ’s merger arbitrage ETF reaches $1bn AUM

Apr 18th, 2019 | By
IndexIQ’s merger arbitrage ETF reaches $1bn AUM milestone

New York-based IndexIQ has announced that the IQ Merger Arbitrage ETF (MNA US), which provides returns similar to merger arbitrage hedge funds, has surpassed $1 billion in assets under management. Jon Zimmerman, Chief Operating Officer of IndexIQ, commented, “IndexIQ was founded with the belief that investment management needed to be democratized, allowing investors and advisors of all types to access institutional-quality strategies.”


IndexIQ unveils momentum-tilted short-duration bond ETF

Dec 18th, 2018 | By
Sal Bruno, Chief Investment Officer at IndexIQ.

IndexIQ, a New York Life Investments company, has launched the IQ Short Duration Enhanced Core Bond US ETF (SDAG US) on NYSE Arca. The fund uses a momentum-tilted factor strategy in a bid to outperform the market-value-weighted universe of short-duration, US dollar-denominated taxable bonds. “By combining short-duration exposure with a momentum-driven approach, investors now have a powerful tool for gaining exposure to this key area of the fixed income market while also adding the potential for outperformance,” said Salvatore Bruno, CIO at IndexIQ.