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Apr 10th, 2019 |
By James Lord, CFA
JP Morgan Asset Management has launched a new ETF in Europe with the expansion of its ‘BetaBuilders’ range – low-cost, passively managed ETFs marketed as portfolio building blocks. The JPM BetaBuilders US Equity UCITS ETF, which offers exposure to large- and mid-cap US equities, matches the cost of Europe’s lowest priced ETF with a TER of just 0.04%. Bryon Lake, Head of International ETFs at JP Morgan Asset Management, said, “We believe our US equity ETF offers investors and asset allocators more efficient access to US equities in what is an increasingly noisy market place.”
Posted in Equities |
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Tags: Amundi, Equities, ETF and Index News, ETF Industry News, ETF Launch, iShares, JP Morgan, Lyxor, Morningstar, United States and Canada
Mar 12th, 2019 |
By James Lord, CFA
JP Morgan Asset Management has launched the lowest cost ETF in the US with the expansion of its ‘BetaBuilders’ range – low-cost, passively managed ETFs marketed as portfolio building blocks.
Posted in Equities |
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Tags: Bloomberg Indexes, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, JP Morgan, Morningstar, United States and Canada
Feb 7th, 2019 |
By James Lord, CFA
Environmental, social, and government (ESG) funds proved resilient during 2018, according to research by Morningstar, despite a difficult market environment marked by elevated volatility and broad declines in stock and bond prices.
Posted in ETF and Index News |
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Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, Global, Morningstar, Themes and Strategy
Jan 31st, 2019 |
By James Lord, CFA
Morningstar has unveiled the Morningstar Low Carbon Risk Indexes, a new group of equity indexes that emphasize companies aligned with the transition to a low-carbon economy. “Climate change is a significant challenge that impacts investors,” said Sanjay Arya, Head of Indexes at Morningstar. “This new family of indexes will empower investors to evaluate and invest in companies that are adapting to the low carbon economy and managing their businesses strategically for the long term.”
Posted in ETF and Index News |
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Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, Global, Morningstar, Smart Beta, Themes and Strategy
Jan 29th, 2019 |
By Guest
By Brandon Rakszawski, Senior ETF Product Manager, VanEck.
The Morningstar Wide Moat Focus Index is reviewed quarterly to ensure the index is allocated to companies that Morningstar believes possess a sustainable competitive advantage and, just as importantly, are among the most attractively priced of those companies. Following the market sell-off in the fourth quarter, the US Moat Index’s December review resulted in its most dramatic sector allocation shifts of the year.
Posted in Equities |
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Tags: Equities, ETF and Index News, ETF Industry News, Morningstar, Smart Beta, Themes and Strategy, United States and Canada, VanEck Vectors
Dec 12th, 2018 |
By James Lord, CFA
VanEck has cross-listed nine Think ETFs onto Deutsche Börse’s Xetra platform. The ETFs, which maintain primary listings on Euronext Amsterdam, offer a mix of equity, fixed income and real estate exposure and follow VanEck’s acquisition of Netherlands-based ThinkCapital at the beginning of the year.
Posted in Alternatives / Multi-Asset |
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Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, Markit, Morningstar, Real Estate, Solactive, United States and Canada, VanEck Vectors
Nov 13th, 2018 |
By James Lord, CFA
The growth of assets under management in thematic ETFs listed in Europe has been driven by a handful of products, according to a report from investment research house Morningstar.
Posted in Equities |
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Tags: Equities, ETF and Index News, ETF Industry News, Europe, iShares, L&G ETFs, Morningstar, Themes and Strategy
Nov 5th, 2018 |
By James Lord, CFA
Phillip Capital has launched the Phillip SING Income ETF (SINGINC SP) on Singapore Exchange, providing investors with access to a diversified basket of quality high-income Singapore stocks.
Posted in Equities |
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Tags: Asia Pacific, Equities, ETF and Index News, ETF Industry News, ETF Launch, High Income, Morningstar, Smart Beta
Nov 1st, 2018 |
By James Lord, CFA
VanEck has launched the VanEck Vectors Morningstar Global Wide Moat ETF (GOAT US), the third instalment in its range of US-listed ‘Wide Moat’ ETFs. The NYSE Arca-listed fund, which tracks the Morningstar Global Wide Moat Focus Index, provides exposure to global companies with sustainable competitive advantages (so-called wide economic moats) that are attractively priced. Stocks are drawn from both developed and emerging markets.
Posted in Equities |
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Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Global, Morningstar, Smart Beta, Themes and Strategy, VanEck Vectors
Nov 1st, 2018 |
By James Lord, CFA
VanEck has launched the VanEck Vectors Morningstar Durable Dividend ETF (DURA US) on NYSE Arca, providing exposure to high dividend US companies with strong financial health and attractive valuations. “After years of very low interest rates and ongoing demand for dividend paying stocks, an important consideration for investors is making sure not to overpay for yield,” said Ed Lopez, Head of ETF Product with VanEck.
Posted in Equities |
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Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Morningstar, Smart Beta, United States and Canada, VanEck Vectors