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IndexIQ ’
May 16th, 2016 |
By James Lord, CFA
New York-based asset manager IndexIQ has launched the first exchange-traded funds to introduce a momentum investing approach to fixed income markets. The IQ Enhanced Core Bond US ETF (AGGE) and IQ Enhanced Core Plus Bond US ETF (AGGP) have begun trading on the NYSE Arca. The ETFs adopt a ‘fund of funds’ structure, investing in fixed income sector ETFs that are displaying the strongest positive total return momentum. AGGE invests in sectors across the US investment grade fixed income market. AGGP employs the same investment approach, with the added ability to include exposure to US high yield debt and US dollar denominated debt of emerging market issuers.
Posted in Fixed Income |
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Tags: Emerging and Frontier, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, High Income, High Yield, IndexIQ, Smart Beta, Themes and Strategy, United States and Canada
Oct 8th, 2015 |
By James Lord, CFA
IndexIQ, a New York based asset management firm, has announced the launch of the IQ Leaders GTAA Tracker ETF (NYSE Arca: QGTA) which provides exposure to the performance characteristics of leading global allocation mutual funds. The ETF does not invest in these mutual funds itself, but rather in a portfolio of highly liquid, low-cost ETFs that, when taken as a whole, is designed to replicate leading global allocation mutual funds’ aggregate performance. Global Allocation mutual funds are able to rapidly switch between asset classes and geographic regions, allowing them to pursue opportunities and avoid painful downturns.
Posted in Alternatives / Multi-Asset |
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Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, IndexIQ, iShares, Smart Beta, SSGA SPDR, Themes and Strategy, United States and Canada, Vanguard
Jul 27th, 2015 |
By John Maher, CFA
IndexIQ, a leading developer of alternative ETFs, in partnership with MainStay Investments, has announced the launch of three 50% currency-hedged international equity ETFs. “Our research has shown that 50% hedged portfolios have the potential to capture up to 80% of the risk reduction benefits of a fully hedged approach, while potentially securing steadier performance, regardless of exchange rate fluctuations,” said Chief Executive Officer and Co-Founder of IndexIQ, Adam Patti.
Posted in Equities |
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Tags: Currencies, Currency-hedged, Equities, ETF and Index News, ETF Industry News, ETF Launch, Europe, FTSE, IndexIQ, Japan, Smart Beta, Themes and Strategy, United States and Canada
Jul 27th, 2015 |
By John Maher, CFA
FTSE Russell, a global index provider, has announced the launch of the FTSE 50% Hedged Index Series. The suite is designed for use in the creation of index-tracking funds, such as ETFs, and as a performance benchmark. Commenting on the launch, Ron Bundy, CEO Benchmarks North America, FTSE Russell, said: “In recent years currency exposure has become an increasingly important factor in global equity portfolios and our clients are asking for currency hedged benchmarks that go beyond the 100% hedge ratio available today. The FTSE 50% Hedged Index Series is designed to assist our clients in gaining a more complete understanding of the impact of currency in their international equity portfolios.”
Posted in ETF and Index News |
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Tags: Currencies, Currency-hedged, Equities, ETF and Index News, ETF Launch, Europe, FTSE, IndexIQ, Japan, Russell Indexes, Themes and Strategy, United States and Canada
Nov 1st, 2013 |
By Simon Smith, CFA
IndexIQ’s leading hedge fund-style exchange-traded fund, the IQ Hedge Multi-Strategy Tracker ETF (QAI), has topped $500 million in assets, with assets up 50 percent year to date. Listed on the NYSE Arca, the fund seeks to track the performance of the IQ Hedge Multi-Strategy Index, a proprietary index that attempts to replicate the risk-adjusted return characteristics of hedge funds using various hedge fund investment styles.
Posted in Alternatives / Multi-Asset |
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Tags: Alternatives, ETF Industry News, Hedge Funds, IndexIQ, United States and Canada
May 16th, 2013 |
By Simon Smith, CFA
IndexIQ, a US-based specialist provider of exchange-traded funds (ETFs), best known for its hedge fund-style products, has surpassed $1 billion in assets under management. Adam Patti, IndexIQ’s chief executive officer, said: “In a few short years, liquid alternatives have gone from a novelty to playing an important role in a diversified investment portfolio and we’ve seen strong interest in our offerings from the institutional and retail advisor channels.”
Posted in Alternatives / Multi-Asset |
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Tags: Alternatives, DWS Xtrackers, ETF Industry News, Hedge Funds, IndexIQ, UBS, United States and Canada
Feb 7th, 2013 |
By Simon Smith, CFA
International Securities Exchange (ISE) and IndexIQ have announced a broad partnership to develop and launch a range of exchange-traded products (ETPs) linked to physical commodities. While ISE is perhaps best known as a US options exchange, the company has an established index business and recently has manoeuvred itself deeper into the fast-growing ETP industry. The link-up with IndexIQ, a niche provider of alternative ETFs, looks well suited as both companies have a demonstrated pedigree in creating innovative products.
Posted in Commodities |
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Tags: Alternatives, Commodities, Direxion, ETF and Index News, ETF Industry News, ETF Launch, ETNs and ETCs, First Trust, Gold and Precious Metals, Hedge Funds, IndexIQ, International Securities Exchange (ISE), PureFunds, UBS
Jan 28th, 2013 |
By Simon Smith, CFA
The big turnaround of US oil production brought by new light tight oil developments was fully recognised in 2012, putting to rest the long-held notion that US domestic oil production was in terminal decline. Some market observers predict the US could become the world’s largest oil producer by 2020. Investors looking to play the US oil boom – or indeed the oil market in general – have a range of exciting options open to them owing to the vast number of ETFs on offer.
Posted in Equities |
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Tags: Boost ETP, Commodities, DWS Xtrackers, ETF Securities, ETNs and ETCs, IndexIQ, iShares, Leveraged and Inverse ETFs, Lyxor, SSGA SPDR, United States and Canada, VanEck Vectors
Jan 2nd, 2013 |
By Simon Smith, CFA
The IndexIQ Global Resources ETF (GRES) has received the top 5-Star rating from Morningstar. The NYSE-listed fund uses momentum and valuation factors to identify global companies that operate in commodity-specific market segments. The fund includes a short position in global equities as a partial equity market hedge.
Posted in Commodities |
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Tags: Commodities, Equities, Global, IndexIQ
Dec 12th, 2012 |
By Simon Smith, CFA
The ProShares Merger ETF (MRGR), an innovative new fund from US-based alternative exchange-traded fund (ETF) specialist ProShares, is scheduled to list on the BATS Exchange on 13 December. The fund is designed to track the performance of the recently launched S&P Merger Arbitrage Index, a risk arbitrage strategy that exploits commonly observed price changes associated with a global selection of publicly announced mergers, acquisitions or other corporate reorganisations.
Posted in Alternatives / Multi-Asset |
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Tags: Alternatives, Credit Suisse, Equities, ETF Industry News, ETF Launch, ETNs and ETCs, Hedge Funds, IndexIQ, ProShares, S&P Dow Jones, United States and Canada