‘
Tabula Investment Management ’
Nov 27th, 2019 |
By Simon Smith, CFA
BMO Global Asset Management is to withdraw from the European ETF market. In a letter to shareholders in its ETFs, the asset manager announced its intention to close all of its London-listed ETFs and cease managing ETFs domiciled in Europe. It said the decision was based on a variety of factors, including the current level of assets under management and projected asset growth in the current market environment. The ETF closures raise some important questions with respect to fund due diligence and issuer viability.
Posted in ETF and Index News |
No Comments »
Tags: BMO, Boost ETP, China Post Global / Market Access, ComStage, Fidelity Investments, Franklin Templeton, Goldman Sachs, HANetf, Invesco, iShares, JP Morgan, L&G ETFs, Lyxor, Tabula Investment Management, VanEck Vectors, WisdomTree
Sep 25th, 2019 |
By James Lord, CFA
Professional investors are expected to increase their allocations to fixed income over the next three years and within those allocations boost their exposure to ETFs, according to research commissioned by Tabula Investment Management. The research also uncovered an appetite for new product development within fixed income ETFs with more than half of investors keen to see the sort of smart beta innovation exhibited in equity markets replicated in the fixed income space.
Posted in Fixed Income |
No Comments »
Tags: ETF and Index News, ETF Industry News, Europe, Fixed Income, High Yield, Markit, Tabula Investment Management, Themes and Strategy, Volatility
Sep 18th, 2019 |
By James Lord, CFA
Tabula Investment Management’s credit volatility premia ETF – the Tabula J.P. Morgan Global Credit Volatility Premium Index UCITS ETF – has surpassed €150m in assets under management, less than six months since its launch. The fund, which debuted on the London Stock Exchange in March, captures the difference between realized and implied volatility in North American and European high yield credit default swap markets. Michael John Lytle, CEO of Tabula, commented, “Our ETFs have struck a chord with many types of investors, from wealth managers and asset managers to banks and insurance companies.”
Posted in Alternatives / Multi-Asset |
No Comments »
Tags: ETF and Index News, ETF Industry News, Europe, Fixed Income, High Yield, Markit, Tabula Investment Management, Themes and Strategy, United States and Canada
Aug 27th, 2019 |
By James Lord, CFA
European fixed income specialist Tabula Investment Management has listed the Tabula JP Morgan Global Credit Volatility Premium Index UCITS ETF (TAB2 GR) on Deutsche Börse’s Xetra platform. The ETF captures the difference between realized and implied volatility in credit default swap index options markets. Michael John Lytle, CEO of Tabula Investment Management, commented, “There is a growing need for more innovative fixed income tools to manage risk and navigate markets, and we are excited to be able to offer this product to German investors.”
Posted in Alternatives / Multi-Asset |
No Comments »
Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, High Yield, JP Morgan, Markit, Tabula Investment Management, Themes and Strategy
Aug 1st, 2019 |
By James Lord, CFA
European fixed income specialist Tabula Investment Management has announced that its suite of UCITS ETFs is now registered for distribution in Spain. Combined with existing registration in Portugal, Tabula will now enjoy a robust Iberian presence.
Posted in ETF and Index News |
No Comments »
Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, High Yield, JP Morgan, Markit, Tabula Investment Management, Themes and Strategy
Jul 30th, 2019 |
By Simon Smith, CFA
Finding innovative sources of return that are structural and uncorrelated is a priority for around 85% of wealth managers and institutional investors, according to a survey from fixed income ETF provider Tabula Investment Management. According to the survey, 51% of professional investors expect to see the level of smart beta and innovation being used in the fixed income ETF sector increasing over the next three years, with only 2% expecting it to decrease. Michael John Lytle, CEO of Tabula, said, “Fixed income ETFs not only provide easy and cost-efficient access to standard bond indices, they can also deliver new and innovative investment opportunities.”
Posted in Fixed Income |
No Comments »
Tags: Amundi, ETF and Index News, ETF Industry News, Fixed Income, iShares, Smart Beta, Tabula Investment Management, UBS
Jun 24th, 2019 |
By James Lord, CFA
European fixed income specialist Tabula Investment Management has entered the Swiss market with the cross-listing of its five ETFs on Bern’s BX Swiss exchange. “We are focused on delivering a wide range of fixed income factors that were previously only available to sophisticated investors,” said Tabula CEO Michael John Lytle.
Posted in Fixed Income |
No Comments »
Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, High Yield, Tabula Investment Management
Apr 3rd, 2019 |
By James Lord, CFA
Tabula Investment Management has launched a new ETF in Europe – the Tabula JP Morgan Global Credit Volatility Premium Index UCITS ETF (TVOL LN). Linked to a newly created JP Morgan index, the fund provides a passive vehicle for capturing the difference between realized and implied volatility in credit default swap (CDS) index options markets. “Investors are very keen to find new sources of return that are structural and have limited correlation to other market index investments,” said Michael John Lytle, CEO of Tabula Investment Management. “We are very glad to be able to work with JP Morgan on harnessing this risk premium and delivering it to our clients.”
Posted in Fixed Income |
No Comments »
Tags: Alternatives, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, High Yield, JP Morgan, Markit, Tabula Investment Management, Themes and Strategy, Volatility
Mar 15th, 2019 |
By James Lord, CFA
Twenty four new ETF/ETPs or additional share classes were listed on the London Stock Exchange in February 2019. ETF providers introducing new products on the exchange during the month included UBS, Invesco, Vanguard, First Trust, BlackRock, Lyxor, WisdomTree, and Tabula.
Posted in ETF and Index News |
No Comments »
Tags: Equities, ETF and Index News, ETF Industry News, Europe, First Trust, Fixed Income, iShares, Tabula Investment Management, Themes and Strategy, WisdomTree
Jul 2nd, 2018 |
By James Lord, CFA
Fixed income ETFs are expected to take a bigger share of overall ETF inflows, according to research from new European ETF provider Tabula Investment Management. The firm believes such growth could result in a large number of me-too fixed income ETFs, all offering similar sorts of exposure. “The palpable opportunity in this market lies in developing new products that deliver precise exposure and address the specific needs of fixed income investors,” said MJ Lytle, chief executive at Tabula.
Posted in Fixed Income |
No Comments »
Tags: ETF and Index News, ETF Industry News, ETF Launch, Europe, Fixed Income, High Yield, Tabula Investment Management, Themes and Strategy, United Kingdom