‘ Smart Beta ’

Invesco unveils EUR corporate bond ESG multi-factor ETFs

Jul 1st, 2022 | By
Invesco unveils EUR corporate bond ESG multi-factor ETFs

Invesco has launched two new actively managed ETFs in Europe providing exposure to euro-denominated corporate bonds that satisfy ESG criteria and have been selected using a multi-factor approach.

MSCI adds new factors to its smart beta models

Jun 20th, 2022 | By
Mark Carver, Head of Equity Portfolio Management and Equity Factors at MSCI

MSCI has updated its equity factor models with three new inputs – sustainability, crowding, and machine learning.

Gotham launches new US equity value ETF

Jun 10th, 2022 | By
Joel Greenblatt, founder and co-CIO, Gotham Asset Management

Gotham Asset Management has launched the Gotham 1000 Value ETF (GVLU US), its second actively managed ETF providing value-focused exposure to US equities.

BlackRock updates $2bn suite of multi-factor ETFs

Jun 7th, 2022 | By
Lukas Smart, Head of US iShares Sustainable and Factors at BlackRock

BlackRock has implemented changes to two multi-factor equity ETFs including lowering the funds’ expense ratios and switching index providers from MSCI to Stoxx.

China’s ETF market poised for rapid growth, finds BBH

May 31st, 2022 | By
China’s ETF market poised for further growth, finds BBH

China’s ETF market experienced a banner year in 2021 and is poised for further rapid growth over the next 12 months, according to research from Brown Brothers Harriman.

Demand for ESG helps drive record index revenues

May 30th, 2022 | By
ESG and smart beta drive record index revenues

Revenues collected by index providers globally reached a record $5 billion in 2021, representing an increase of 23.1% from the previous year, according to data collected by Burton-Taylor International Consulting.

SEI debuts factor-based US equity ETFs

May 25th, 2022 | By
Kevin Barr, Head of SEI's Investment Management Unit

Pennsylvania-headquartered SEI Investments has unveiled its first ETFs, a suite of four actively managed US large-cap equity funds targeting quality, momentum, value, and low volatility factor risk premia.

Dimensional converts $8bn tax-managed mutual fund into an ETF

May 10th, 2022 | By
Dimensional converts $8bn tax-managed mutual fund into an ETF

Dimensional Fund Advisors has completed the conversion of another of its US tax-managed mutual funds into a transparent actively managed ETF.

Dimensional unveils three new emerging market multi-factor ETFs

May 4th, 2022 | By
Gerard O’Reilly, co-CEO and Chief Investment Officer, Dimensional Fund Advisors

Dimensional Fund Advisors has launched three new emerging market equity ETFs that seek enhanced returns by harvesting multiple factor risk premia.

Avantis adds emerging markets ESG ETF

Apr 4th, 2022 | By
Avantis adds emerging markets ESG ETF

Avantis Investors, a subsidiary of American Century Investments, has added an emerging markets ETF to its suite of multi-factor equity funds with socially responsible investment mandates.