‘ Themes and Strategy ’

Smart beta adoption grows but challenges remain, finds FTSE Russell

May 23rd, 2018 | By
Rolf Agather, managing director of North America research, FTSE Russell

According to the fifth annual FTSE Russell smart beta survey, 48% of asset owners globally have an existing allocation to smart beta strategies, the highest proportion since the survey began. Rolf Agather, managing director of North America research, FTSE Russell, said, “With five years of results for our global smart beta survey, we are able to offer unique insight across the industry on how the preferences and needs of our global clients are changing.” The index provider notes that educational shortfalls remain, despite the strong growth in adoption.



ETF market update from BMO GAM’s Morgane Delledonne

May 23rd, 2018 | By
Morgane Delledonne, ETF investment strategist, BMO Global Asset Management.

Developed equity markets were relatively flat to slightly rising last week, while the US 10y Treasury yield rose to 3.11%, the highest since July 2011, and oil prices climbed to $79.3 per barrel on Thursday.



Lyxor launches multi-factor long/short equity ETF

May 21st, 2018 | By
Lyxor launches multi-factor long/short equity ETF

Lyxor has launched the Lyxor Scientific Beta Developed Long/Short UCITS ETF, providing exposure to an equity market neutral index that is composed of a long position in a number of portfolios designed to maximise exposure to different factors and a short position in a broad market capitalization-weighted index.



First Trust unveils multi-asset addition to Dorsey Wright ETF suite

May 21st, 2018 | By
Dorsey Wright determines ‘relative strength’ by comparing the price performance, or momentum, between asset classes.

First Trust Advisors has launched the First Trust Dorsey Wright DALI 1 ETF (DALI US) on Nasdaq Exchange. The fund dynamically adjusts its exposure across four broad asset classes based on price momentum signals analysed by relative strength specialist Nasdaq Dorsey Wright.



REX Shares launches actively managed blockchain ETF

May 20th, 2018 | By
Brian Kelly, CEO and founder of BKCM Funds

REX Shares has launched the REX BKCM ETF (BKC US) on NYSE Arca. BKC provides exposure to a globally diversified, actively managed portfolio of companies deriving revenue from any aspect of the blockchain ecosystem. The fund will be managed by Brian Kelly, a leading authority on cryptocurrencies, the author of the book “The Bitcoin Big Bang”, and a regular contributor to CNBC’s “Fast Money”.



Pacer introduces suite of real estate sector ETFs

May 18th, 2018 | By
Retail Real Estate ETFs

Pacer ETFs has launched a suite of three new funds on NYSE Arca that provide access to real estate investment trusts (REITs) focusing on different sectors of the US property market. The ETFs target traditional bricks-and-mortar retail REITs as well as REITs standing to gain from the ongoing e-commerce revolution.



First Trust Canada launches actively managed international equity ETF

May 17th, 2018 | By
First Trust Canada launches actively managed international equity ETF

First Trust Portfolios Canada has launched the First Trust International Capital Strength ETF (FINT CN) on Toronto Stock Exchange. The actively managed fund invests in equity securities of developed market companies, excluding the US and Canada, with a focus on fundamental strength and growth.



Global X launches AI and big data ETF

May 17th, 2018 | By
Alex Ashby, director of product development at Global X

Global X Funds has launched the Global X Future Analytics Tech ETF (AIQ US) on Nasdaq Exchange. The fund provides access to companies that are generating vast amounts of data and developing proprietary artificial intelligence (AI) systems to derive actionable insights from that data. Alex Ashby, director of product development at Global X, said: “Given AI’s potential to impact a variety of sectors, we believe it is poised to become one of the most significant technological innovations of the modern era.”



Four ETF trends show cautious optimism for 2018

May 17th, 2018 | By
Four ETF trends show cautious optimism for 2018

By Martin Small, head of US iShares at BlackRock.

Recent flows suggest that investors are priming for a rougher but hopeful future. Here’s where the money went and why.



Passive sustainable funds continue to gain traction, says Morningstar

May 17th, 2018 | By
Passive sustainable funds continue to gain traction, says Morningstar

The proportion of passive funds within the global sustainable funds universe has increased from less than 6% five years ago to approximately 12% today, according to a report by investment research house Morningstar. The study notes this rise has been driven by the general trend towards passive investing and the development of more sophisticated indices on the back of better ESG data.