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Smart Beta ’
Jul 1st, 2022 |
By James Lord, CFA
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.
Posted in Latest news |
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Tags: Active ETFs, Bloomberg Indexes, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, Invesco, Smart Beta
Jun 20th, 2022 |
By James Lord, CFA
MSCI has updated its equity factor models with three new inputs – sustainability, crowding, and machine learning.
Posted in ETF and Index News |
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Tags: Equities, ESG & Climate, ETF and Index News, ETF Industry News, Global, MSCI, Smart Beta
Jun 10th, 2022 |
By James Lord, CFA
Gotham Asset Management has launched the Gotham 1000 Value ETF (GVLU US), its second actively managed ETF providing value-focused exposure to US equities.
Posted in Equities |
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Tags: Active ETFs, Equities, ETF and Index News, ETF Industry News, ETF Launch, Smart Beta, United States and Canada
Jun 7th, 2022 |
By James Lord, CFA
BlackRock has implemented changes to two multi-factor equity ETFs including lowering the funds’ expense ratios and switching index providers from MSCI to Stoxx.
Posted in Equities |
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Tags: Equities, ETF and Index News, ETF Industry News, Global, iShares, MSCI, Smart Beta, STOXX, United States and Canada
May 31st, 2022 |
By James Lord, CFA
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.
Posted in ETF and Index News |
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Tags: Asia Pacific, China, Emerging and Frontier, Equities, ESG & Climate, ETF and Index News, ETF Industry News, Smart Beta, Themes and Strategy
May 30th, 2022 |
By James Lord, CFA
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.
Posted in ETF and Index News |
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Tags: Bloomberg Indexes, Equities, ESG & Climate, ETF and Index News, ETF Industry News, FTSE, MSCI, S&P Dow Jones, Smart Beta, Themes and Strategy
May 25th, 2022 |
By James Lord, CFA
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.
Posted in Equities |
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Tags: Active ETFs, Charles Schwab, Equities, ETF and Index News, ETF Industry News, ETF Launch, iShares, Smart Beta, SSGA SPDR, United States and Canada, Vanguard, Volatility
May 10th, 2022 |
By James Lord, CFA
Dimensional Fund Advisors has completed the conversion of another of its US tax-managed mutual funds into a transparent actively managed ETF.
Posted in Equities |
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Tags: Dimensional Fund Advisors, Equities, ETF and Index News, ETF Industry News, ETF Launch, Smart Beta, United States and Canada
May 4th, 2022 |
By James Lord, CFA
Dimensional Fund Advisors has launched three new emerging market equity ETFs that seek enhanced returns by harvesting multiple factor risk premia.
Posted in Equities |
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Tags: Active ETFs, Dimensional Fund Advisors, Emerging and Frontier, Equities, ETF and Index News, ETF Industry News, ETF Launch, Smart Beta
Apr 4th, 2022 |
By James Lord, CFA
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.
Posted in Equities |
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Tags: Active ETFs, Emerging and Frontier, Equities, ESG & Climate, ETF and Index News, ETF Industry News, ETF Launch, Smart Beta