‘
O’Shares ’
Mar 5th, 2024 |
By James Lord, CFA
Swan Global Investments has partnered with O’Shares Investments to launch a high-quality, dividend-focused US equity ETF that seeks additional income through an options-based overlay.
Posted in Equities |
Comments Off on Swan Global launches income-enhanced US quality dividend ETF
Tags: Active ETFs, Equities, ETF and Index News, ETF Industry News, ETF Launch, High Income, O'Shares, United States and Canada
Jun 7th, 2018 |
By James Lord, CFA
O’Shares ETF Investments has launched the O’Shares Global Internet Giants ETF (OGIG US) on NYSE Arca, providing exposure to a global portfolio of high growth internet and e-commerce growth companies.
Posted in Equities |
Comments Off on O’Shares launches global internet giants ETF
Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, Global, O'Shares, Smart Beta, Themes and Strategy
Nov 21st, 2017 |
By James Lord, CFA
Boston-based ETF issuer O’Shares Investments has announced the closing of two ETFs which provide currency-hedged exposure to high quality dividend-paying equities listed in Europe and Asia Pacific. Connor O’Brien, CEO of O’Shares, commented: “The decision has been made to close the funds so we can direct resources to developing new O’Shares ETFs to meet investors’ demand for different strategies.”
Posted in ETF and Index News |
Comments Off on O’Shares to close two currency-hedged quality dividend ETFs
Tags: Currencies, Currency-hedged, Equities, ETF and Index News, ETF Industry News, Europe, High Income, O'Shares, Smart Beta, Themes and Strategy, United States and Canada
Apr 6th, 2017 |
By James Lord, CFA
O’Shares ETF Investments has expanded its suite of quality ETFs with the launch of the O’Shares FTSE Russell International Quality Dividend ETF (NYSE Arca: ONTL), an international large-cap ETF focused on higher quality, dividend-paying companies with low volatility.
Posted in Equities |
Comments Off on O’Shares unveils FTSE Russell International Quality Dividend ETF
Tags: Equities, ETF and Index News, ETF Industry News, ETF Launch, FTSE, Global, O'Shares, Russell Indexes, Smart Beta, Themes and Strategy, Volatility
Jul 26th, 2016 |
By James Lord, CFA
Boston-based investment manager O’Shares Investments has announced that the O’Shares FTSE US Quality Dividend ETF (NYSE Arca: OUSA) outperformed the S&P 500 by 10.5% in the 12 months since its inception on 14 July last year. Kevin O’Leary, chairman of O’Shares ETF Investments, commented in a statement: “We are very pleased with the performance OUSA has generated for investors, getting over 90% of market upside performance and less than 50% of the market downside performance during the period, essentially winning by losing less.”
Posted in Equities |
Comments Off on O’Shares FTSE US Quality Dividend ETF outperforms S&P 500 in its first year
Tags: Asia Pacific, Equities, ETF and Index News, ETF Industry News, ETF Launch, Europe, FTSE, Global, High Income, O'Shares, Smart Beta, United States and Canada
Oct 8th, 2015 |
By James Lord, CFA
Research from ETFGI, a leading London-based exchange-traded fund consultant, shows a record number of new product providers entering the US market in 2015. The trend highlights the effect that strong growth rates in recent years have had in attracting new entrants to the ETF industry. Between 1 January and 30 September, 19 new ETF/ETP providers launched products in the US, already surpassing the full year records of 15 new entrants recorded in 2009 and 2014.
Posted in ETF and Index News |
Comments Off on Record number of ETF providers enter US market in 2015
Tags: Dimensional Fund Advisors, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, Goldman Sachs, John Hancock, O'Shares, United States and Canada
Sep 7th, 2015 |
By John Maher, CFA
Van Eck Global, the asset management behind the Market Vectors range of exchange-traded funds, has announced plans to close and liquidate four “quality” equity ETFs. Shares in the ETFs will cease trading on NYSE Arca after market close on 18 September 2015 and will subsequently be de-listed. At odds with industry-wide demand for smart beta and income products, the ETFs have failed to attract significant asset flow since their launch in January 2014, with none of the funds managing to sustain more than $5m or so in assets under management.
Posted in ETF and Index News |
Comments Off on Van Eck to close four Market Vectors strategic equity ETFs
Tags: Emerging and Frontier, Equities, ETF and Index News, ETF Industry News, FTSE, Global, MSCI, O'Shares, Research Affiliates, Source, VanEck Vectors
Aug 27th, 2015 |
By John Maher, CFA
O’Shares Investments, a Boston-based exchange-traded fund issuer, has rounded out a suite of quality dividend ETFs with the launch of the currency-hedged O’Shares FTSE Europe Quality Dividend Hedged ETF (OEUH) and O’Shares FTSE Asia Pacific Quality Dividend Hedged ETF (OAPH). The new hedged products compliment two existing ETFs offering exposure to European and Asia Pacific equities by incorporating the additional benefit of an in-built currency hedge. “Offering both a hedged and unhedged index for the international strategies provides tools for investors with different outlooks on currency movements or different risk tolerances, to capture the multi-factor strategy in a way that’s best aligned with their individual or institutional mandates,” said O’Leary.
Posted in Equities |
Comments Off on O’Shares expands quality income suite with currency-hedged ETFs
Tags: Currencies, Equities, ETF and Index News, ETF Industry News, ETF Launch, Europe, FTSE, High Yield, O'Shares, Russell Indexes, Smart Beta, Themes and Strategy, United States and Canada, Volatility
Aug 24th, 2015 |
By John Maher, CFA
O’Shares Investments, a Boston-based investment manager and exchange-traded fund issuer, has added to their roster of multi-factor smart beta ETFs with the launch of the O’Shares FTSE Asia Pacific Quality Dividend ETF and O’Shares FTSE Europe Quality Dividend ETF in New York. “We believe now is an excellent time to provide individual and institutional investors with a set of efficient, transparent and cost effective index-based investment products that reflect our core investment principles,” said O’Shares Chairman Kevin O’Leary.
Posted in Equities |
Comments Off on O’Shares adds to smart beta range with Asia Pacific and European ETFs
Tags: Asia Pacific, Equities, ETF and Index News, ETF Industry News, ETF Launch, Europe, FTSE, Global, High Yield, Japan, O'Shares, Russell Indexes, Smart Beta, Themes and Strategy, United States and Canada, Volatility
Jul 30th, 2015 |
By John Maher, CFA
Boston-based investment manager O’Shares Investments has launched its debut ETF, the O’Shares FTSE US Quality Dividend ETF (OUSA), a multi-factor smart beta equity strategy targeting high-yielding, quality companies. Through a combination of factor exposures, the ETF aims to deliver enhanced returns, lower volatility and provide a sustainable yield. Designed as a core equity holding, the NYSE Arca-listed ETF is based on the FTSE US Qual / Vol / Yield Factor 5% Capped Index and marks the first in a series of ETFs O’Shares will be launching in partnership with index provider FTSE Russell.
Posted in Equities |
Comments Off on O’Shares Investments launches smart beta ETF targeting quality income
Tags: Asia Pacific, Equities, ETF and Index News, ETF Industry News, ETF Launch, Europe, FTSE, High Income, O'Shares, Russell Indexes, Smart Beta, Themes and Strategy, United States and Canada