‘ Morningstar ’

VanEck launches ESG version of $6.8bn ‘Wide Moat’ ETF

Oct 12th, 2021 | By
VanEck launches ESG version of $6.8bn ‘Wide Moat’ ETF

VanEck has launched a new ETF which serves as a socially responsible version of the firm’s $6.8 billion ‘Wide Moat’ US equity ETF.


Morningstar acquires Moorgate Benchmarks in direct indexing push

Sep 14th, 2021 | By
Morningstar acquires Moorgate Benchmarks in direct indexing push

Morningstar has agreed to acquire Moorgate Benchmarks, a privately held indexing specialist based in Europe, in a move that aims to enhance the investment research firm’s direct indexing capabilities.


Impact investor Engine No. 1 launches activist passive US equity ETF

Jun 22nd, 2021 | By
Impact investor Engine No. 1 launches activist passive US equity ETF

Impact investment manager Engine No. 1 has launched its inaugural ETF, the Engine No. 1 Transform 500 ETF (VOTE US) on Cboe BZX Exchange.


BlackRock expands ‘megatrend’ suite with digital infrastructure ETF

Jun 15th, 2021 | By
Jeff Spiegel, Head of US iShares Megatrend and International ETFs

BlackRock has added to its suite of ‘megatrend’ portfolios – strategies that look beyond traditional sector classifications – with the launch of the iShares Cloud and 5G Multisector ETF (IDAT US).


CIBC rolls out low-cost core ETFs in Canada

Mar 31st, 2021 | By
David Scandiffio, President and CEO, CIBC Asset Management

CIBC Asset Management has launched four new ETFs on Toronto Stock Exchange providing low-cost access to core equity and fixed income exposures.


Morningstar publishes review of synthetic ETFs

Mar 8th, 2021 | By
Jose Garcia-Zarate, Associate Director, Manager Research at Morningstar

Morningstar has published a review of synthetic ETFs amid renewed interest from European investors, particularly those seeking exposure to mainstream US equity indices.


Morningstar outlines new style indices with nine iShares ETFs teed up to make the switch

Dec 16th, 2020 | By
Morningstar BlackRock ishares

Morningstar has unveiled details of a new suite of equity indices designed to more accurately reflect the size and style dimensions of the US stock market. The indices are set to be adopted by iShares for nine existing US-domiciled ETFs.


JP Morgan expands ‘BetaBuilders’ suite with US small-cap ETF

Nov 16th, 2020 | By
JP Morgan adds ultra-short US Treasury ETF to ‘BetaBuilders’ suite

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).


VanEck launches four equity strategy ETFs on ASX

Aug 31st, 2020 | By
VanEck head of Asia Pacific Arian Neiron

VanEck Australia has launched a medley of new equity ETFs on the Australian Securities Exchange.


Strategic beta ETPs underperformed during Covid-19

Jul 15th, 2020 | By
Strategic beta ETPs underperformed during Covid-19

Strategic beta ETPs, on average, underperformed their respective cap-weighted benchmarks during the first five months of 2020 as the Covid-19 pandemic roiled markets. According to Morningstar’s Strategic Beta Landscape report, the lackluster showing is, in many instances, directly linked to the ETPs’ underlying factor tilts.