Market Moves
Asset Managers See Revenue, Income Drop in 2022
It was a tough year, but margins didn’t suffer that much, ISS Market Intelligence says.
Tag: ETFs
Asset Allocation
ESG, Non-ESG Investing Returns Differ Minimally, Says Research Affiliates
But when portfolios are not cap-weighted, green-oriented investments do better, the firm finds.
Asset Allocation
How Come ETF Inflows Are Up, but Stocks and Bonds Are Down?
Riddle No. 2: Why are energy funds not the king of new investment dollars?
Asset Allocation
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
How Come Volatility Is So Darn Wild?
Lots of bad news is one reason. But changes in the market’s structure figure in, too.
Asset Allocation
Passive ETFs Turn Out to Be Pretty Active
They’re often used or even constructed to be anything but index-hugging funds, a study says.
Newsmakers
Sustainable Funds See Record-Breaking Year in 2021
ESG funds attracted nearly $70 billion in net flows last year, a 35% increase from 2020.
Market Moves
ETFs on the March: Huge Inflows in September Set Up 2020 for Near Record
They gathered $35.2 billion last month, which should make this year second only to 2017’s blowout.
US Sustainable Fund Investment Soars to Record High in H1 2019
The $8.9 billion in inflows in the first six months smashes 2018’s full-year record.
Why the Index Effect Is Now Ineffectual
A favorite arb maneuver is crowded out by a swarm of ETFs adding and subtracting stocks.
Passive Investing to Overtake Active in 2021, Says Moody’s
Indexes now make up a bit more than one-third of funds, but will reach 50% in two years, the agency says.
ETFs Are in Higher Demand from Insurers
Buyers of the funds triple in number, although these securities are still a small part of carriers’ portfolios, study says.
Market Moves
Smart Beta ETFs Get Even More Popular
Brown Brothers Harriman study finds investors are now looking at them as defensive plays.
State Street Hits $2 Trillion in Global ETFs Under Administration
The bank’s big growth area continues to be broad beta ETFs.