Investors plan to ramp up factor ETF usage, finds Invesco
Sep 28th, 2021 | By James Lord, CFA
Institutional and wholesale investors have signaled their intention to ramp up allocations to factor ETFs, according to a recent study from Invesco.
Institutional and wholesale investors have signaled their intention to ramp up allocations to factor ETFs, according to a recent study from Invesco.
Columbia Threadneedle has launched the Columbia Short Duration Bond ETF (SBND US), a new multi-sector fixed income fund listed on NYSE Arca that seeks to balance and enhance yield, quality, and liquidity compared to traditional short-duration bond products.
Real estate investment specialist Hoya Capital has introduced its second ETF, a passively managed fund targeting some of the highest-yielding property securities in the US.
Dimensional Fund Advisors has converted a further two tax-managed mutual funds, collectively housing $8.2 billion in assets, into transparent actively managed ETFs.
SS&C ALPS Advisors has launched the ALPS Global Travel Beneficiaries ETF (JRNY US), a new thematic equity ETF providing smart beta exposure to companies that are poised to benefit from a rebound in global travel.
Hartford Funds has launched the Hartford Schroders ESG US Equity ETF (HEET US), an actively managed multi-factor US equity fund that is the firm’s first ETF to directly incorporate a socially responsible investment mandate.
By Anthony Beevers, Portfolio Manager at First Trust Global Portfolios.
The Covid-19 vaccine announcement on 9 November 2020 triggered a significant factor rotation in favour of value. Given the rally that value has recently enjoyed, many will be wondering if they might have missed the boat.
Hillman Capital Management, a value-focused equity boutique, has introduced its first ETF with the launch of the ALPS Hillman Active Value ETF (HVAL US) on NYSE Arca.
Thematic specialist Defiance ETFs has introduced the Big Data ETF (BIGY US) on NYSE Arca, a new fund investing in companies that specialize in data science and analytics.
Invesco has launched a new suite of multi-factor ETFs on NYSE Arca that deliver a light tilt towards quality, value, and momentum risk premia within the large-, mid-, and small-cap segments of the US equity market.