Indexing

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In light of ongoing global volatility, Legg Mason launched an international currency-hedged exchange traded fund version of its popular low-volatility, high-dividend strategy. The newly added Legg Mason International Low Volatility High Dividend ETF (BATS: LVHI) will target international stocks that come with low volatility and high dividends. LVHI has a 0.40% expense ratio. The new […]

Exchange traded funds are easy-to-use investment tools that help investors track various market segments, but how are ETFs fairly priced? ETFs hold a basket of securities, including stocks, bonds and/or cash, so an ETF’s share price is affected by the total value of its underlying components, which may fluctuate throughout the day. Consequently, ETF investors […]

Ever since the so-called mini flash crash, observers have been wary of any potential fallout in the exchange traded fund space during severe market volatility. However, as witnessed in the recent Brexit-induced selling, the ETF industry quickly adjusted to the changing prices. According to the Investment Company Institute, after an initial divergence in ETFs’ share […]

Emerging market exchange traded funds have been attracting greater investment interest as a greater number of asset managers and financial advisors express improved sentiment over developing economies. According to a recent Emerging Markets Investor Sentiment Survey conducted by Emerging Global Advisors, the quarterly poll of asset managers and financial advisors are showing an increased interest […]

As global uncertainty dissipates and the equities markets push toward new highs, growth stocks and related exchange traded funds are beginning to outpace the value category. Over the past week, the iShares S&P 500 Growth ETF (NYSEArca: IVW), Vanguard S&P 500 Growth ETF (NYSEArca: VOOG) and SPDR S&P 500 Growth ETF (NYSEArca: SPYG) returned about […]

When looking to overseas markets, people have to consider the various risks associated with each sector and country. Alternatively, investors can look to a broad exchange traded fund strategy that focuses on high quality international names with sustainable advantages. On the recent webcast, ETF Strategy to Access Morningstar’s Top International Picks, Dan Lefkovitz, Content Strategist […]

With lingering concerns over the Eurozone, a post-Brexit world and growth in China, investors seeking international exposure should turn to exchange traded funds that target strongly positioned companies. On the upcoming webcast, ETF Strategy to Access Morningstar’s Top International Picks, Dan Lefkovitz Content Strategist for Indexes Morningstar, Alex Morozov, Director of European Equity Research at Morningstar, […]

While the equities market is making new highs, investors have increasingly turned to passive open-end strategies, along with index-based exchange traded funds, over active mutual funds to gain exposure to the record run. S&P 500 Index mutual funds attracted $3.0 billion in net inflows in June, writes Todd Rosenbluth, S&P Global Market Intelligence Director of […]

Americans’ shifting preferences and desire to spend on experiences, including dining out, could support the consumer services and restaurant industries, along with sector-related exchange traded funds. On the upcoming webcast, How Your Portfolio Could Bite Into Consumer Spending, Samuel Masucci, Founder and CEO of ETF Managers Group, and Michael Cronan, President of BITE ETF, will […]

The S&P 500 and Dow Jones Industrial Average have hit new highs, but observers remain skeptical over how much more room there is left to run in the so-called most hated bull market, with some pointing to a flat or low-return environment ahead. Consequently, if investors aren’t going to see a repeat of the breakneck performance […]

ETF Trends takes a condensed look at five new ETF products launched today, July 14. Cambria Expands on Shareholder Yield Suite Cambria launched the Cambria Emerging Shareholder Yield ETF (BATS: EYLD). EYLD tracks the Cambria Emerging Shareholder Yield Index, which is comprised of emerging market stocks ranked by dividend payments and net stock buybacks, key […]

Investors who want equity exposure but are wary of potential downturns in a volatile market ahead may consider a recently launched smart-beta exchange traded fund strategy that employs behavioral momentum factors to help capture upside while limiting downside risks. The Aptus Behavioral Momentum ETF (BATS: BEMO) tries to reflect the performance of the Aptus Behavioral […]

After a bout of politically induced market volatility, exchange traded funds that track low-volatility strategies continue to outperform. Over the past month, the iShares Edge MSCI Min Vol USA ETF (NYSEArca: USMV), which selects stocks based on variances and correlations, along with other risk factors, rose 4.4% while the competing PowerShares S&P 500 Low Volatility […]

Smart-beta or alternative index-based exchange traded funds have quickly attracted the investment community’s attention and may act as major pillar of growth for the ETF industry ahead. “Every index provider understands that this will be the future,” Raman Aylur Subramanian, MSCI’s head of index applied research, told ETF Trends. “It will be factor-based investing.” Smart-beta […]

Exchange traded fund investors may find a better way to control their oil exposure through two new AccuShares ETFs designed to track swings in the spot price. On Tuesday, June 28, AccuShares Investment Management brings to market the AccuShares S&P GSCI Crude Oil Excess Return Up Shares (NasdaqGM: OILU) and AccuShares S&P GSCI Crude Oil […]

Smart-beta exchange traded funds (ETFs) have evolved as the industry matures. Before, investors had ETFs with a single twist that provided a themed approach to investment styles. Now, index providers and ETF sponsors implement a multi-factor approach to potentially enhance investment returns and diminish overall volatility. In the beginning, investors relied on market cap-weighted indices to […]

Investors have been giving real estate investment trusts a second look ahead of indexing sector reclassification, bolstering demand for REITs-related exchange traded funds. “Demand for US real estate securities accelerated in May, as exchanged traded funds focused on the investment segment gathered $1.31 billion of new money, up from $510.4 million in April,” Todd Rosenbluth, […]

More exchange traded fund investors are looking to smart beta or alternative index-based strategies to fill out their investments, and focusing on which targeted factors within the indexing methodology matters when appropriately balancing a portfolio. On a recent webcast, Smart Beta Factors: How Many and What is Ideal?, Joel Schneider, Senior Portfolio Manager and Vice […]

Investors can look to smart-beta, alternative index-based exchange traded funds to for a diversified solution to enhance returns and balance an investment portfolio. On an upcoming webcast this Tuesday, Smart Beta Factors: How Many and What is Ideal?, Joel Schneider, Senior Portfolio Manager and Vice President of Dimensional Fund Advisors, and Phil Fontana, Head of Product […]

Smart- or strategic-beta exchange traded funds that track alternative or customized indices have been a popular way to gain diversified exposure to the equities market. However, the recent surge is making some of these smart-beta strategies pricey. Rob Arnott, founder of Research Affiliates and father of fundamental indexing, warns of a potential bubble or possible […]

Investors tracking the iShares MSCI Emerging Markets ETF (NYSEArca: EEM) should not expect any major changes to their holdings after Morgan Stanley Capital International completed its annual review of its market classification and announced it will not include Chinese mainland-traded A-shares in its key emerging market index. “International institutional investors clearly indicated that they would […]

The Pakistan country-specific exchange traded fund surged Wednesday, with Pakistani markets touching a record high, after Morgan Stanley Capital International upgraded the former frontier economy to “emerging” status. The Global X MSCI Pakistan ETF (NYSEArca: PAK) rose 5.6% Wednesday on over three times its average daily volume. Meanwhile, the benchmark Pakistan Stock Exchange rose gained […]

Columbia Threadneedle Investments has expanded its suite of exchange traded funds to include three smart-beta, index-based options that target global companies that adhere to socially responsible practices with the financial stability to support and grow future dividends. The three new ETFs include the Columbia Sustainable U.S. Equity Income ETF (NYSEArca: ESGS), Columbia Sustainable International Equity […]

Investors have looked to emerging market exchange traded funds to access potential growth opportunities in a low return environment and diversify an investment portfolio. On the recent webcast, Define Your Emerging Market Smart Beta Strategy, Mike LaBella, Portfolio Manager at QS Investors, pointed out that the developing economies are projected to expand 4.1% this year […]

Bucking global market trends on Tuesday, Chinese mainland stocks and related A-shares exchange traded funds inched higher ahead of MSCI’s indexing decision due in the evening. The db X-trackers Harvest CSI 300 China A-Shares Fund (NYSEArca: ASHR), the largest China A-shares-related ETF, rose 0.7% Tuesday. ASHR has declined 18.5% year-to-date. Chinese markets strengthened on bets […]

Exchange traded funds are among the go-to investment picks among financial advisors seeking to build a cheap, tax-efficient and diversified portfolio for clients. According to a recent survey conducted by the Journal of Financial Planning and the FPA Research and Practice Institute, a survey of financial advisors revealed that 83% of respondents indicated that they […]

Traditional emerging market investors may be overexposed to regional risks. Instead, traders may consider an alternative to cap-weighted index strategies, such as a smart-beta exchange traded fund that takes a more balanced macro approach the the developing countries. On the upcoming webcast, Define Your Emerging Market Smart Beta Strategy, Mike LaBella, Portfolio Manager at QS […]

Janus Capital Group expanded its offerings to include four new exchange traded funds that track various health and living-related themes. Janus rolled out The Health and Fitness ETF (NasdaqGM: FITS), The Long-Term Care ETF (NasdaqGM: OLD), The Organics ETF (NasdaqGM: ORG) and The Obesity ETF (NasdaqGM: SLIM). Each fund comes with a 0.50% expense ratio. […]

Franklin Templeton, a long-time active fund manager, has rolled out its first group of passive global exchange traded funds that track customized or smart-beta indices. The fund provider recently launched the Franklin LibertyQ International Equity Hedged ETF (NYSEArca: FLQH), Franklin LibertyQ Emerging Markets ETF (NYSEArca: FLQE), Franklin LibertyQ Global Dividend ETF (NYSEArca: FLQG) and Franklin […]