‘ Smart Beta ’

Investors plan to ramp up factor ETF usage, finds Invesco

Sep 28th, 2021 | By
Georg Elsaesser, Senior Portfolio Manager, Quantitative Strategies at 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 launches smart beta short-duration bond ETF

Sep 27th, 2021 | By
Marc Zeitoun, Head of Strategic Beta at Columbia Threadneedle

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.

Hoya Capital launches high income US real estate ETF

Sep 22nd, 2021 | By
Armada debuts residential REIT ETF

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 converts two global ex-US mutual funds worth $8bn to ETFs

Sep 16th, 2021 | By
Gerard O’Reilly, co-CEO and Chief Investment Officer, Dimensional Fund Advisors

Dimensional Fund Advisors has converted a further two tax-managed mutual funds, collectively housing $8.2 billion in assets, into transparent actively managed ETFs.

ALPS launches travel beneficiaries ETF

Sep 15th, 2021 | By
ALPS launches travel beneficiaries ETF

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 debuts its first ESG ETF in partnership with Schroders

Aug 13th, 2021 | By
Vernon Meyer, Chief Investment Officer of Hartford Funds.

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.

Think you’ve missed the value boat? Think again

Jul 26th, 2021 | By
Think you've missed the value rally? Think again

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 debuts with active US large-cap value ETF

Jul 20th, 2021 | By
Hillman debuts active US large-cap value ETF

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.

Defiance launches big data ETF

Jul 14th, 2021 | By
Sylvia Jablonski, co-Founder and Chief Investment Officer of Defiance ETFs

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 rolls out trio of multi-factor US equity ETFs

Jul 5th, 2021 | By
Invesco launches low-vol low carbon global equity ETF

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.