All entries by this author

MSCI to include China A shares in EM and ACWI indices

Jun 21st, 2017 | By
MSCI to include China A shares in EM and ACWI indices

MSCI has announced that it will include China A shares in its widely followed MSCI Emerging Markets and MSCI ACWI indices from June 2018. Remy Briand, Managing Director and Chairman of the Index Policy Committee at MSCI, said, “International investors have embraced the positive changes in the accessibility of the China A shares market over the last few years and now all conditions are set for MSCI to proceed with the first step of the inclusion.”



Building portfolios with ETFs

May 31st, 2017 | By
Building portfolios with ETFs

Building portfolios with ETFs, Darren Smith, IFA, 2Plan Wealth Management, Irene Bauer, Chief Investment Officer, Twenty20 Investments, Amanda Robello, Head of Passive Distribution, UK, Ireland & Channel Islands, Deutsche Asset Management and Andrew Keegan, Portfolio Strategist, Multi-Asset Strategies Group, BlackRock.



LSE bolsters FTSE Russell franchise with acquisition of Citi Fixed Income Indices

May 30th, 2017 | By
LSE bolsters FTSE Russell franchise with acquisition of Citi's Yield Book and Fixed Income Indices

London Stock Exchange Group (LSEG) has agreed to acquire The Yield Book and Citi Fixed Income Indices from Citigroup for $685 million in cash. The acquisition represents a significant opportunity for LSEG to enhance its fixed income data and analytics capabilities and strengthen its FTSE Russell index franchise, bringing an increase in benchmark AUM of around $2 trillion. The deal substantially bolsters FTSE Russell’s footprint and product offering in the fixed income space – one of the fastest-growing segments of the ETF industry – and follows the acquisition of the Russell Indexes business in 2014.



ETF Trading & Execution

May 24th, 2017 | By
ETF Trading & Execution

ETF Trading & Execution, with Roger Tull, IFA, Positive Solutions, Chris Foxon, Trader, Jane Street, Patrick Ingram, Retirement and Investment Specialist, Parmenion and David Abner, Head of Europe, WisdomTree.



Selecting the right ETF

May 17th, 2017 | By

Selecting the right ETF, with Allan Lane, Managing Partner, Twenty20 Investments, Lida Eslami, Manager, Listed Products, London Stock Exchange and Mark Cherill, Founding Partner, Incisive Wealth Strategies.



ETFs as market access tools

May 10th, 2017 | By

ETFs as market access tools, with Gerard Stocks, Founder & CIO, Foxborough Wealth Management, Liz Wright, Head of UK Wealth and Intermediaries, ETF Securities, and Simon Smith, MD, ETF Strategy.



Introduction to ETFs

May 3rd, 2017 | By

Introduction to ETFs, with Lida Eslami, Manager, Listed Products, London Stock Exchange, Allan Lane, Managing Partner, Twenty20 Investments and Simon Smith, MD, ETF Strategy.



Platforms too passive in the provision of ETFs, finds Platforum

Oct 11th, 2016 | By
Platforms too passive in the provision of ETFs, finds Platforum

Fund platform research firm Platforum has published its latest UK fund distribution report on passives, ETFs and smart beta. The research reveals that while tracker fund assets have doubled since the implementation of the RDR, supported by widespread take-up by financial advisers, ETF adoption by financial advisers has been significantly less pronounced.



What’s in a name? For European ETFs, a lot of confusion

Sep 29th, 2016 | By
Simon Barriball, Head of ETP Trading Europe at ITG

By Simon Barriball, Head of ETP Trading Europe at ITG.

The name should say it all “Exchange Traded Fund”. You would reasonably expect that a fund describing itself as an Exchange Traded Fund would do just that – trade on exchange. The reality in Europe is quite different. Best estimates of European trading are that 50-70% of all ETF trading is off exchange on an OTC basis. One could therefore argue that ETFs fail to live up to their name. We should ask why this is and does it really matter?



Study reveals varying ETF preferences of older and younger investors

Sep 6th, 2016 | By
Study reveals varying ETF preferences of older and younger investors – Millenials vs Gen X vs Baby Boomers

Online broker E*Trade has published a study showing how exchange-traded fund preferences vary by age. Based on a survey of 946 self-directed active investors with at least $10,000 in an online account, it found that Millennials are more likely than Baby Boomers to show interest in a range of less mainstream ETFs, including commodity and foreign currency ETFs. Boomers, meanwhile, prefer dividend ETFs over any other type. Similarly, Millennials are interested in style ETFs, such as growth or value, and those focused on different market-cap brackets, such as mid- or small-cap, while Boomers are distinctly less keen.