Archive for November 2011

‘CASSH’ ETFs: Smaller, developed countries that offer hidden value

Nov 30th, 2011 | By
Canada, Australia, Switzerland, Singapore and Hong Kong

There is a growing consensus among investors that developed markets are stuck in a slow growth regime, defined by excessive debt, structural deficits, high unemployment and deteriorating demographics. According to iShares, however, not all developed markets fit this characterisation. ‘CASSH’ countries enjoy better growth prospects and are less burdened by debt and structural deficits.



iShares launches emerging markets dividend ETF

Nov 29th, 2011 | By
iShares launches Emerging Markets Dividend ETF

iShares, the ETF platform of BlackRock, has announced the launch of the iShares Dow Jones Emerging Markets Select Dividend ETF, a physically-replicating ETF which seeks to deliver exposure to emerging market companies that can sustain an appropriate dividend programme over time.



UBS rebrands internet-sector ETNs to reflect IPO focus

Nov 27th, 2011 | By
UBS rebrands internet-sector ETNs to reflect IPO focus

UBS has advised that its ETRACS Internet IPO ETN will now be known as the ETRACS Next Generation Internet ETN, while its double-exposure sibling will be called the ETRACS Monthly 2x Leveraged Next Generation Internet ETN. These name changes are designed to emphasise the products’ focus on recently floated internet companies – those that have had their IPO within the past three years.



HSBC Amanah launches Saudi 20 Equity ETF

Nov 22nd, 2011 | By
HSBC Amanah launches Shariah-compliant Saudi 20 equity ETF

HSBC has launched the HSBC Amanah Saudi 20 Equity ETF, as international demand for Saudi exposure increases on expectations that the economy will continue to grow, driven by high oil prices and historical government reserves, as well as improving private sector spending.



BetaShares launches first ASX-listed oil ETF

Nov 22nd, 2011 | By
BetaShares launches Australia’s first oil ETF

BetaShares has launched Australia’s first oil ETF. The ETF aims to replicate the performance of the S&P GSCI Crude Oil Index, which tracks the performance of West Texas Intermediate (WTI) crude oil futures traded on the New York Mercantile Exchange.



Investors remain wary of ‘synthetic’ ETFs

Nov 22nd, 2011 | By

A survey by Morningstar has shown that despite ongoing efforts by providers of swap-based ETFs to improve transparency and increase protection, investors remain wary of ‘synthetic’ ETFs. Of those surveyed, 90% expressed concern about counterparty risk in ETFs, while 90% also stated a specific preference for physically-replicated funds over synthetic swap-based funds.



Gold ETFs see record inflows in third quarter

Nov 22nd, 2011 | By
Gold ETFs and similar products see inflows of 77.6 tonnes in the third quarter of 2011

According to the World Gold Council, gold ETFs and related products witnessed inflows of 77.6 tonnes globally in the third quarter of 2011, as increasing levels of inflation, the US credit rating downgrade, and a worsening eurozone sovereign debt crisis drove investors to increase their holdings in gold.



iShares launches S&P International Preferred Stock ETF

Nov 18th, 2011 | By
First Trust launches institutional preferred securities ETF

The iShares S&P International Preferred Stock Index Fund is the first ETF that offers access to local currency, preferred securities that are offered in developed markets outside the US. International preferred securities can be a compelling investment alternative for income-seeking investors who are looking to diversify internationally and reduce exposure to their domestic currency.



FTSE, TOBAM create alternatively-weighted maximum diversification indices

Nov 18th, 2011 | By
FTSE, TOBAM create alternatively-weighted maximum diversification indices

Global index provider FTSE Group has teamed up with Paris-based TOBAM to launch of a range of indices designed to help investors avoid portfolio concentration. The indices, known as the FTSE TOBAM Maximum Diversification Index Series, seek to maximize a mathematical definition of diversification to provide investors with the most diversified portfolio possible in any given stock universe across global and domestic markets.



Advisers increasingly blending ETFs with active mutual funds, says Invesco.

Nov 17th, 2011 | By

According to a study by investment giant Invesco, advisers are increasingly blending ETFs with actively managed mutual funds, in a so-called core/satellite approach, not only to help clients meet their long-term financial needs, but also as a means of managing risk.