‘ Global ’

FTSE Russell announces changes to the Industry Classification Benchmark

Sep 7th, 2017 | By
Creation of official GICS real estate sector to change MSCI- and S&P-linked ETFs

Index provider FTSE Russell has announced changes to its Industry Classification Benchmark (ICB), a classification taxonomy used to segregate markets into industries and sectors. The adjustments include real estate becoming the eleventh ICB Industry, as well as a reshuffle of the telecommunications sector to better reflect the present state of industry evolution.



Smart Beta vs Factors in Portfolio Construction

Sep 6th, 2017 | By
Smart Beta vs Factors in Portfolio Construction

By Nicolas Rabener, Founder, FactorResearch.

FTSE Russell’s 2017 Smart Beta Investor Survey showed that the Number 1 objective for evaluating smart beta strategies was for risk reduction, followed by return enhancement. Naturally there are many types of smart beta strategies available to investors today, however, they are nearly all long-only products. If equity markets crash, then smart beta products will also crash and would not substantially reduce portfolio risks.



Healthtech ETFs get shot in the arm

Sep 6th, 2017 | By
Healthtech ETFs get shot in the arm

ETFs tracking biotechnology and healthcare technology equities have posted impressive recent performance: since 21 August 2017, the Source NASDAQ Biotech UCITS ETF (LON: SBIO) is up 10.2% and the iShares Healthcare Innovation UCITS ETF (LON: HEAL) has returned 5.6%. In comparison, the S&P 500 rose just 2.0% over the same period.



North Korea tensions ripple through ETF markets

Sep 4th, 2017 | By
North Korea US Trump ETFs

Escalating tensions relating to North Korea’s increasingly prominent nuclear ambitions have caused ETFs tracking risk assets in the Asia Pacific region to fall on Monday 4 September. The market slump followed an earthquake in North Korea on the previous day, later confirmed as being triggered by a successful nuclear weapons test.



Direxion to close 12 inverse & leveraged sector ETFs

Sep 4th, 2017 | By
Direxion to close 12 inverse & leveraged sector ETFs

Inverse and leveraged ETF provider Direxion has announced its decision to close and liquidate twelve funds, each providing investors with a targeted sector play. All but one of the funds scheduled for closure offer inverse exposure to their underlying index, indicating the effect the ongoing equities bull market has had on demand for bearish products.



Janus Henderson to close health and fitness ETF

Sep 1st, 2017 | By
Janus Health Fitness ETF

Janus Henderson has announced plans to close and liquidate the Health and Fitness ETF (Nasdaq: FITS) as a result of a market review of the firm’s product line-up.



Clearbrook rings NYSE closing bell to highlight OCIO ETF launch

Aug 31st, 2017 | By
ClearShares OCIO ETF

Members of New York-based Clearbrook Global Advisors – Elliott Wislar, CEO and Thomas Deegan, COO – have rung the NYSE closing bell to mark the launch of the ClearShares OCIO ETF (NYSE Arca: OCIO).



Commerzbank cross-lists multi-asset ETF to SIX Exchange

Aug 30th, 2017 | By
Commerzbank cross-lists multi-asset ETF to SIX Exchange

Commerzbank has cross-listed the ComStage Vermögensstrategie (asset strategy) UCITS ETF onto Switzerland’s SIX Exchange. The passively-managed multi-asset ETF offers investors a one-ticket portfolio solution by investing in a broadly diversified mix of asset classes.



First Asset launches international risk-weighted ETF

Aug 29th, 2017 | By
First Asset launches international risk-weighted ETF

First Asset Investment Management has launched the First Asset MSCI International Low Risk Weighted ETF on the Toronto Stock Exchange, providing exposure to a portfolio of low volatility equities from developed international countries.



7IM: Ten years in the life of ETFs

Aug 23rd, 2017 | By
Peter Sleep, senior investment manager, Seven Investment Management (7IM).

Peter Sleep, senior investment manager, Seven Investment Management (7IM) takes a look at key developments over the decade that he’s spent with 7IM. He reviews falling fees, the arrival of new players, through to some potential challengers for the future.