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Morningstar ’
May 6th, 2022 |
By James Lord, CFA
RBC iShares has introduced a suite of thematic equity ETFs on the Toronto Stock Exchange, each focused on a long-term, structural megatrend.
Posted in Equities |
Comments Off on RBC iShares unveils megatrend ETFs in Canada
Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Global, iShares, Morningstar, S&P Dow Jones, Themes and Strategy, United States and Canada
Apr 28th, 2022 |
By James Lord, CFA
BlackRock has launched a new thematic equity ETF in the US providing global exposure to leaders in food-related technology.
Posted in Equities |
Comments Off on BlackRock launches food innovation ETF
Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, Global, Global X Funds, Morningstar, Themes and Strategy, VanEck Vectors
Nov 3rd, 2021 |
By Simon Smith, CFA
Morningstar Indexes has introduced a new series of indices that are designed to help investors progress towards meeting EU CTB and PAB requirements.
Posted in ETF and Index News |
Comments Off on Morningstar introduces Paris-aligned EU Climate Index series
Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, Global, Morningstar
Oct 12th, 2021 |
By James Lord, CFA
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.
Posted in Equities |
Comments Off on VanEck launches ESG version of $6.8bn ‘Wide Moat’ ETF
Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, Morningstar, Smart Beta, Themes and Strategy, United States and Canada, VanEck Vectors
Sep 14th, 2021 |
By James Lord, CFA
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.
Posted in ETF and Index News |
Comments Off on Morningstar acquires Moorgate Benchmarks in direct indexing push
Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, iShares, JP Morgan, Morgan Stanley, Morningstar, Vanguard
Jun 22nd, 2021 |
By Simon Smith, CFA
Impact investment manager Engine No. 1 has launched its inaugural ETF, the Engine No. 1 Transform 500 ETF (VOTE US) on Cboe BZX Exchange.
Posted in Equities |
Comments Off on Impact investor Engine No. 1 launches activist passive US equity ETF
Tags: Engine No. 1, Equities, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, Morningstar, United States and Canada
Jun 15th, 2021 |
By James Lord, CFA
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).
Posted in Equities |
Comments Off on BlackRock expands ‘megatrend’ suite with digital infrastructure ETF
Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Global, iShares, Morningstar, Themes and Strategy
Mar 31st, 2021 |
By James Lord, CFA
CIBC Asset Management has launched four new ETFs on Toronto Stock Exchange providing low-cost access to core equity and fixed income exposures.
Posted in Alternatives / Multi-Asset |
Comments Off on CIBC rolls out low-cost core ETFs in Canada
Tags: Emerging and Frontier, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, Global, Morningstar, United States and Canada
Mar 8th, 2021 |
By James Lord, CFA
Morningstar has published a review of synthetic ETFs amid renewed interest from European investors, particularly those seeking exposure to mainstream US equity indices.
Posted in ETF and Index News |
Comments Off on Morningstar publishes review of synthetic ETFs
Tags: Amundi, Equities, ETF and Index News, ETF Industry News, Lyxor, Morningstar, UBS
Dec 16th, 2020 |
By James Lord, CFA
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.
Posted in ETF and Index News |
Comments Off on Morningstar outlines new style indices with nine iShares ETFs teed up to make the switch
Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, iShares, Morningstar, Themes and Strategy, United States and Canada