Asset Allocation
Saudi Arabia’s SWF Seeds State Street Bond ETF With $200M
The exchange-traded fund tracks the performance of the J.P. Morgan Saudi Arabia Aggregate Index.
Tag: ETFs
Pensions
Proposed Kansas Bill Would Authorize KPERS Allocation to Bitcoin ETFs
Senate Bill No. 34 would permit the $27.3 billion Kansas Public Employees Retirement System to invest up to 10% of its portfolio in digital asset exchange-traded funds issued by a Kansas-registered company.
Market Moves
Investors’ Confidence in ETFs Continues to Grow, per State Street
The firm’s 2024 ETF Impact Survey found exchange-traded-fund use highest in Japan, lowest in Sweden and the U.S.
Research
Human Capital: A New Investment Thesis That Is Delivering So Far
By measuring employee morale and other people-centered influences on share prices, fledgling ETFs have beaten benchmarks—and attracted a large SWIB position.
Asset Allocation
Long-Duration Corporates Will Pay Off When Fed Eases, Janus Henderson Says
Buying the bonds now is a good arb play amid talk of lower rates in 2024, the firm believes.
Passive Strategies Poised to Take Mutual Fund, ETF Market Lead
Despite a ‘symbolic’ victory for passive expected in 2024, active remains dominant in the larger investing context, according to Cerulli.
Corporate Moves
TCW Group Acquires Engine No. 1’s ETF Business
The San Francisco-based firm’s Transform platform manages more than $600 million in US equity ETFs.
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.
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
Finnish Pension Fund Invests More Than $2 Billion in Climate-Focused ETF
Ilmarinen investment helps make the ETF launch the largest in U.S. history.
Market Moves
When the Best Stock Gains Are Made: Overnight
After regular trading hours is when equities increase the most, a Bespoke study finds.
Risk
Be Wary of Single-Stock ETFs, Warn SEC Commissioner, Education Head
Recommending the new product to retail investors without breaching fiduciary duties could be ‘challenging.’
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.