Indexing

Related Outside Content

A slew of poor earnings results from the biggest tech names, with the latest lackluster results from Apple (NasdaqGS: AAPL), have dragged on the technology sector. However, an equal-weight tech-related exchange traded fund has been holding up surprisingly well. Following Apple’s earnings miss after the close Wednesday, the Guggenheim S&P Equal Weight Technology ETF (NYSEArca: […]

More are beginning to align personal beliefs with their investments through exchange traded funds that adhere to socially responsible investing. For instance, investors seeking to invest in companies that have a smaller impact on the global environment would typically follow characteristics described under sound ESG or environmental, social and governance principles, such as the SPDR […]

Technology-related exchange traded funds that follow the traditional market capitalization-weighted methodology are under pressure as two tech giants fell sharply on lackluster first quarter earnings. Google parent company Alphabet Inc. (NasdaqGS: GOOGL) revealed adjusted earnings per share last quarter total $7.50, missing analysts’ target of $7.96, with $16.47 billion in revenue also under estimates, reports […]

ALPS Advisors and Sprott Asset Management have come together to launch a new exchange traded fund that targets companies on their public perception and buzz on social media platforms. The recently launched Sprott BUZZ Social Media Insights ETF (NYSEArca: BUZ) tries to reflect the performance of the BUZZ Social Media Insights Index, which identifies U.S. […]

Market cap-weighted emerging market funds are overexposed to a small group of developing economies and heavy on some segments of the market. Alternatively, investors may consider a smart-beta exchange traded fund offering that could provide a more balanced approach to country and sector weights. For instance, the Legg Mason Emerging Markets Diversified Core ETF (NasdaqGM: […]

With international equities bouncing back, exchange traded fund investors seeking to diversify into overseas markets should also consider the potential currency risks associated with foreign investments. On the upcoming webcast, Currency – Hedging Matters: Simple ETF Strategies, Robert Bush, ETF Strategist at Deutsche Asset Management, Scott Kubie, Chief Investment Strategistat CLS Investments, and Kize Behrends, […]

Each week ETF Trends publisher Tom Lydon sits down for “ETF of the Week” for MarketWatch on Chuck Jaffe’s MoneyLife Show where he highlights big movers and disappointments among exchange traded funds. This week, he looked at the ProShares Russell 2000 Dividend Growers ETF (BATS: SMDV). SMDV may be a better way to access the small-cap category as the fund […]

Elevation ETF Trust, a recent entrant to the exchange traded fund space, has made its debut with a fund that combines three popular themes to bolster shareholder value. The recently launched Dhando Junoon ETF (NYSEArca: JUNE) combines quantitative analysis with core value investing principles to potentially diminish volatility and beat the S&P 500 over the […]

Bolstering the case for passively managed exchange traded fund as a good way for investors to tap into the equities market, active stock fund managers just experienced one of their worst quarters in almost two decades. Less than one in five large-cap funds outperformed the benchmark S&P 500 Index, the lowest number of beats since […]

J.P. Morgan Asset Management has unveiled two new currency-hedged exchange traded fund adaptations of its Diversified Return Europe and International Equity offerings. The JPMorgan Diversified Return Europe Currency Hedged Equity ETF (NYSEArca: JPEH) and JPMorgan Diversified Return International Currency Hedged Equity (NYSEArca: JPIH) began trading Monday, April 4, according to a press release. Both JPEH […]

Slow and steady wins the race. Investors seeking an exchange traded fund strategy that can produce attractive risk-adjusted returns over the long haul should take a look at the low-volatility theme. “Imagine a race between a speedy, boastful hare and a steady, quiet tortoise,” Andrew Ang, Head of BlackRock‘s Factor Based Strategies Group, mused in […]

One of the leading index providers is once again looking into adding Chinese A-shares into its developing market benchmark, potentially raising the China exposure of a popular emerging market exchange traded fund play. MSCI Indexes issued a new “inclusion roadmap,” a consultation paper for client feedback, to include Chinese A-shares in its Emerging Markets Index […]

As people diversify their portfolios in light of an ongoing low-yield environment, investors may want to take a look at exchange traded funds that track small- and mid-cap dividend growth strategies to potentially generate better risk-adjusted returns. On the recent webcast, Dividend Growth: Compelling Opportunities Beyond Large Caps, Simeon Hyman, Head of Investment Strategy at […]

John Hancock has filled out the gaps in its smart-beta exchange traded fund suite with five new sector-specific ETFs backed by Dimensional Fund Advisors’ research-based factor investing. According to a press release, John Hancock’s new funds include: John Hancock Multifactor Consumer Staples ETF (NYSEArca: JHMS) John Hancock Multifactor Energy ETF (NYSEArca: JHME) John Hancock Multifactor […]

Principal Funds, a relatively new player in the exchange traded fund game, has debuted two new smart-beta or alternative index-based ETFs. One targets firms that offer inelastic goods or have substantial pricing power while the other fund focuses on companies that return value to investors. The Principal Shareholder Yield Index ETF (NasdaqGM: PY) and Principal […]

Investors looking for a long-term investment option may do well with a smart-beta exchange traded fund strategy that focuses on innovative companies that actively look for the next big thing. On the recent webcast, Knowledge, the “Super Factor” for Buy-and-Hold Investors, Steven Vannelli Managing Director and Chief Investment Officer of Gavekal Capital, helps explain the […]

Rick Genoni, managing director and head of ETF product management at Legg Mason, and Mike LaBella, a portfolio manager with QS Investors, joined ETF Trends publisher Tom Lydon to talk about Legg Mason’s entry into the exchange traded fund arena. For instance, Legg Mason recently launched the Legg Mason US Diversified Core ETF (NasdaqGM: UDBI), […]

MSCI’s Baer Pettit, Chief Operating Officer, and Diana Tidd, Head of Equity Index Products, joined ETF Trends publisher Tom Lydon to dive into the guidance and structure that exchange traded funds are built upon. For instance, factor indexing has been gaining traction among the investment community as demand for smart-beta or factor-based index ETFs grows. […]

Bank of Japan has released details on what types of new ETFs it wants financial companies to create Companies that increase capital or research spending will be eligible for purchases Additionally, funds that track firms boosting staff numbers, wages and investments in employee development will also meet BOJ standards The Bank of Japan has outlined […]

Glimpse given into the factor selection process behind the new suite of John Hancock smart-beta ETFs Why focusing on smaller stocks and those with lower relative prices may improve a portfolio’s expected return In an attempt to capitalize off these factors, John Hancock has come out with six smart-beta ETF options track indices Smart-beta exchange […]

Webcast this Tuesday to explain types of smart-beta strategies Investors who want to capitalize on these alternative index-based ETFs should fully understand what they are getting themselves into The one-hour session will provide best practices for incorporating strategic-beta ETFs into a portfolio Smart-beta or factor-based strategies have quickly gained traction in the exchange traded fund universe. Investors […]

Hartmut Graf, CEO of STOXX, joined ETF Trends publisher Tom Lydon to discuss the growth in exchange traded funds and the rising demand for customized indices to help bring new strategies to market. With the multitude of options now available, it is important now more than ever to understand an ETF’s benchmark index as some […]

Autopilot Hedged ETF can help ride out potential shifting trends in the euro currency Prior to December last year, ETF investors could hedge in only one direction Investors can automatically switch between hedged and unhedged positions with BATS PAEU With the foreign exchange market proving to be unpredictable at times, investors interested in European market exposure […]

EQM Indexes LLC launches new Wearables Index Wearables are mobile devices that are warn or attached for a number applications Wearable industry may offer a global growth opportunity In a move to bring targeted exposure to an up-and-coming tech segment, EQM Indexes LLC has launched the a new Wearables Index, paving the way for a […]

Each week ETF Trends publisher Tom Lydon (above right) discusses “ETF of the Week” for MarketWatch on Chuck Jaffe’s MoneyLife Show where he highlights big movers and disappointments among exchange traded funds. This week, Tom looks at the Legg Mason Low Volatility High Dividend ETF (NasdaqGM: LVHD). LVHD can help investors generate attractive yields and diminish […]

Goldman Sachs webcast sheds light on market outlook Warning of more frequent but historically normal bouts of volatility ahead Investors should monitor a potential Chinese hard landing, oil price swings, surge in U.S. dollar In a difficult market environment, exchange traded fund investors may pick their battles with a disciplined smart-beta strategy that combines multiple […]

Free webcast on Wednesday, March 2 at 2pm EST to discuss market outlook, potential opportunities multi-factor ETFs may present  Goldman Sachs recently launched a group of “ActiveBeta” ETFs that track multi-factor indices ActiveBeta ETFs have some of the lowest fees among smart beta ETF options The shifting market environment suggests exchange traded fund investors should […]

Rolf Agather, Managing Director of North America Research at FTSE Russell, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to understand how indexing companies and exchange traded fund providers come together to craft new products. Agather pointed to the strong growth in alternative or smart-beta indexing as ETF providers look to expand […]

Want to learn some innovative strategies in the exchange traded fund industry? ETF Trends publisher Tom Lydon discusses the topic with Bruno del Ama, CEO of Global X. Del Alma points to the popular smart-beta ETF space as an up-and-coming segment of the industry, singling out multi-factor investment strategies. For instance, Global X recently came […]

Many believed this would be the year that active stock pickers and mutual fund managers could choose their battles to generate alpha. However, the majority of active managers continued to underperform benchmark indices, bolstering the case for passive index-based exchange traded funds. Goldman Sachs analysis found that over the first two months of the year, […]