ETFs

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Advisers walk fine line when managing client cash
INVESTING ETFS MAY 17, 2021
Advisers walk fine line when managing client cash

Staying ahead of inflation in a low-yield environment can mean taking on more risk with emergency cash positions. The shortest-term certificates of deposit are yielding less than 65 basis points.

Top exchange-traded funds in the first quarter
INVESTING ETFS MAY 11, 2021
Top exchange-traded funds in the first quarter

These charts are based on data from Refinitiv Lipper, an LSEG business, and reflect data through March 31.

Proxy voting adds ESG leverage to retirement plans
INVESTING RIAS MAY 04, 2021
Proxy voting adds ESG leverage to retirement plans

A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.

SEC punts decision on Bitcoin ETFs to at least June
INVESTING ETFS APR 28, 2021
SEC punts decision on Bitcoin ETFs to at least June

In a filing Wednesday, the agency said it was postponing its decision until June 17. Optimism has been growing that the SEC may finally approve a Bitcoin ETF launch this year.

Fidelity opens securities lending platform to all comers
INVESTING EQUITIES APR 28, 2021
Fidelity opens securities lending platform to all comers

The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.

Citi expects $1 trillion boom in ESG ETFs
INVESTING ESG APR 21, 2021
Citi expects $1 trillion boom in ESG ETFs

The bank's analysts credit the global pandemic with stirring investor demand for companies doing good, and also cite the frenzy for tech-focused thematic funds, many of which fall within the environmental, social and governance category.

BlackRock has record ETF launch with carbon transition fund
INVESTING ESG APR 09, 2021
BlackRock has record ETF launch with carbon transition fund

Investors plowed $1.25 billion into the BlackRock U.S. Carbon Transition Readiness ETF Thursday, making it the biggest launch in the ETF industry’s three-decade history.

Grayscale ‘committed’ to making biggest crypto fund an ETF
INVESTING ETFS APR 06, 2021
Grayscale ‘committed’ to making biggest crypto fund an ETF

The company says it will convert its $39 billion Grayscale Bitcoin Trust into an exchange-traded fund as soon as U.S. regulators allow.

ETFs see record inflows of $250 billion in first quarter
INVESTING ETFS APR 05, 2021
ETFs see record inflows of $250 billion in first quarter

A surge into equities fueled the record, but bond ETFs also grew, State Street Global Advisors reports.

Latest levered ETFs offer triple market performance — with a catch
INVESTING EQUITIES APR 01, 2021
Latest levered ETFs offer triple market performance — with a catch

The flipside of the new Innovator Capital Management products is the performance is capped and they can be more expensive than some of the cheaper indexed options.

State Street cuts ETF fees, ramping up race to zero
INVESTING ETFS MAR 26, 2021
State Street cuts ETF fees, ramping up race to zero

The company's announcement that it was slashing fees on two of its bond funds came just a day after BlackRock lowered fees on its lineup of style ETFs.

Fidelity applies for Bitcoin ETF
INVESTING ALTERNATIVES MAR 25, 2021
Fidelity applies for Bitcoin ETF

The company's proposed exchange-traded fund would track the cryptocurrency using pricing from U.S.-based exchanges including Bitstamp, Coinbase and Gemini.

Vanguard jumps on the ETF share-split bandwagon
INVESTING ETFS MAR 23, 2021
Vanguard jumps on the ETF share-split bandwagon

The surging bull market for stocks has increased the need to split shares to keep prices manageable for investors.

Investor appetite for ETFs on the rise: Schwab
INVESTING RIAS MAR 19, 2021
Investor appetite for ETFs on the rise: Schwab

ETFs expected to make up a growing share of investor portfolios in the year ahead, according to Charles Schwab & Co.’s ETF Investor Study.

Finding diversification beyond market-cap-weighted indexes
INVESTING EQUITIES MAR 16, 2021
Finding diversification beyond market-cap-weighted indexes

The equally weighted S&P 500 index has outperformed its cap-weighted counterpart this year.

Women make up 14% of all fund managers, and the U.S. lags behind that global average
INVESTING ETFS MAR 12, 2021
Women make up 14% of all fund managers, and the U.S. lags behind that global average

Morningstar data show women are making little progress breaking into the ranks of portfolio managers.

Vanguard's first active bond ETF has 'disruption' written all over it
INVESTING ETFS MAR 04, 2021
Vanguard's first active bond ETF has 'disruption' written all over it

The low-cost provider is planning a cash-alternative exchange-traded fund whose cost is about half that of popular ETFs in the category.

Abacus Wealth merges with social justice RIA Robasciotti & Philipson
INVESTING PRACTICE MANAGEMENT MAR 03, 2021
Abacus Wealth merges with social justice RIA Robasciotti & Philipson

Co-founders of the RIA Rachel Robasciotti and Maya Philipson will not work with clients at Abacus and will largely spend time managing their ETF. The firm reported $130 million in assets under management.

Putnam latest old-school fund firm to sell semitransparent ETFs
INVESTING EQUITIES FEB 18, 2021
Putnam latest old-school fund firm to sell semitransparent ETFs

The 84-year-old fund complex enters the ETF market with four funds, including two ESG strategies, and joins a host of fund companies seeking opportunities in the semitransparent space.

Latest gold ETF times the market so advisers don't have to
INVESTING EQUITIES FEB 18, 2021
Latest gold ETF times the market so advisers don't have to

The fund rebalances gold and cash based on recent market volatility. It marks the first product from Wilshire Phoenix after the firm spent much of the past two years trying to get a bitcoin ETF approved by the SEC.