Investors fond of bonds so far in 2019
'Retail investors remain skeptical of the ferocious stock market rally early this year,' said David Santschi, director of liquidity research for TrimTabs. 'While bond mutual funds are drawing big...
ETFs
Flight from active to passive funds and ETFs slowed in September: Morningstar
Among all U.S. open-end mutual funds and ETFs, Fidelity Advisor Growth & Income saw the most inflows of all active strategies at $1.8 billion, the fund's highest inflows in a...
Transparency, low-cost will guarantee a market for clean-shares: Cerulli
Despite the death of the DoL Conflict of Interest Rule and lack of clarity around the inclusion of sub-transfer agent (sub-TA) fees, clean-share mutual funds will likely have a...
It’s Hot Around the ‘Collar’
Nervous investors can get an indexed collar strategy from an annuity or an ETF. Great West Financial and Innovator Capital Management have new products in the category. Cap-and-buffer products,...
Bull market raises red flag: TrimTabs
“Fund flows tend to be a good shorter-term contrary indicator, so the post-election buying spree bodes poorly for U.S. equities,” said David Santschi, TrimTabs' CEO.
In July, U.S. equity ETFs received biggest inflow of 2016
It’s a sign that “market participants are as confident as ever that central bank intervention will keep inflating asset prices,” said David Santschi, CEO at TrimTabs.
ETFs suffer outflows for first time in over two years
'ETFs bled $1.8 billion in January flows. Combined with poor market returns, that led to a 4.7% drop in assets. The vehicle still maintained more than $2 trillion in...
Danish bank offers retail robo-investing in ETF portfolios
'It is paramount that are delivered to investors in a way that complements their digital habits,” said Michael Gruener, co-head of iShares EMEA Sales at BlackRock.
Asset managers will face fee pressure in 2016: Cerulli
Europe currently accounts for just 18% of the world's ETF market, compared with the U.S.'s 70% slice, according to Cerulli analyst Barbara Wall. But she believes that big change...
Flows to bond ETFs increased in September: TrimTabs
The rush into bonds has not occurred in response to strong absolute performance, TrimTabs said. Treasury bond ETFs are down 0.4% since the start of August, while corporate bond...
“MACS” are poised to lead an active-management comeback: Citi
Sales of bespoke funds will rebound on the wings of new three-pronged “dynamically managed multi-asset class solutions” (MACS), according to Citi’s just published 6th Annual Industry Evolution Survey.
Cerulli: Institutions are switching to strategic beta ETFs
A new report, "Exchange-Traded Fund Markets 2015: Opportunities in the Face of Changing Dynamics," finds that firms have different approaches to strategic beta.
Managed accounts gain ground against TDFs as default investment: Cogent
'This increased usage of managed accounts among Mega plans signals a growing desire in the industry to offer a more personalized solution for plan participants,' said Linda York, vice...
Year-end shift into ETFs is a ‘contrary indicator’: TrimTabs
U.S. equity exchange-traded funds recorded a record inflow of $45.4 billion in December and $90.1 billion in fourth quarter 2014, the investment research firm said in a release.
Eaton Vance gets SEC approval for ‘managed ETFs’
The SEC has just approved a request to list and trade exchange-traded managed funds on NASDAQ, and has issued a notice of intent to grant exemptive relief to permit...
Do ETFs Increase Stock Volatility?
Authors of a new study, published by the National Bureau of Economic Research, found that a one-standard-deviation increase in ETF ownership of a stock raises its daily volatility and...
Global equity funds and ETFs are hot in 2014: TrimTabs
“Global equity funds have received almost seven times as much money as U.S. equity funds this year,” said David Santschi, CEO of TrimTabs. “Fund investors are as convinced...
Growth of Fidelity’s ETF partnership with BlackRock described
The BlackRock Diversified Income Portfolio is an ETF managed account that will be available to all eligible retail investors through Fidelity’s managed accounts service beginning May 1.
