‘ Tabula Investment Management ’

Tabula introduces USD-hedged share class for credit volatility premium ETF

Jan 20th, 2020 | By
MJ Lytle, Chief Executive, Tabula Investment Management

Tabula Investment Management has introduced a US dollar hedged share class for the Tabula JP Morgan Global Credit Volatility Premium Index UCITS ETF. Michael John Lytle, CEO of Tabula Investment Management, commented, “Investors have responded well to our first global credit volatility ETF, and we are pleased to add to our offering with a US dollar-hedged share class of the fund.”


Tabula launches physical cash bond ETF mirroring iTraxx Europe CDS benchmark

Jan 9th, 2020 | By
Tabula launches physical cash bond ETF mirroring iTraxx Europe CDS benchmark

Tabula Investment Management has unveiled its first cash bond ETF, the Tabula iTraxx Europe IG Bond UCITS ETF, offering physical corporate bond exposure to an index mirroring the important iTraxx Europe CDS benchmark. The fund, which has listed on the LSE, is likely to appeal to investors seeking a well-diversified, pure-play position in investment-grade, genuinely European credit. It may also provide an effective investment vehicle by which to facilitate basis trades between bonds and CDS. Michael John Lytle, CEO of Tabula, said he was “very excited at the level of innovation” offered by the ETF.


Tabula cross-lists more ETFs on Xetra

Dec 18th, 2019 | By
Gereon Tewes, responsible for German-speaking client coverage for Tabula.

Fixed income specialist Tabula Investment Management has strengthened its product offering in Germany with the cross-listing of a further three ETFs on Xetra. Gereon Tewes, who is responsible for German-speaking client coverage at Tabula, said, “I am extremely pleased to see the extension of our offering in a key and significant market. The opportunity this offers to German investors will undoubtedly spur the demand for credit exposures in fixed income and further allow us to develop our lines of business.”


BMO’s European ETF retreat raises questions for industry

Nov 27th, 2019 | By
BMO to close European ETF business

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.


Fixed income ETFs to play greater role in portfolios, finds Tabula

Sep 25th, 2019 | By
Fixed income ETFs to play greater role in portfolios, finds Tabula

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.


Tabula’s credit volatility premia ETF surpasses €150m milestone

Sep 18th, 2019 | By
MJ Lytle, Chief Executive, Tabula Investment Management

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.”


Tabula lists JPM credit volatility premium ETF on Xetra

Aug 27th, 2019 | By
MJ Lytle, Chief Executive, Tabula Investment Management

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.”


Tabula expands ETF distribution to Spain

Aug 1st, 2019 | By
Tabula expands ETF distribution to Spain

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.


Investors demonstrate appetite for innovation in fixed income ETFs

Jul 30th, 2019 | By
MJ Lytle, Chief Executive, Tabula Investment Management

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.”


Tabula lists ETFs on BX Swiss

Jun 24th, 2019 | By
MJ Lytle, Chief Executive, Tabula Investment Management

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.