‘ Themes and Strategy ’

IG picks six of the best socially responsible ETFs

Sep 20th, 2017 | By
Sam Dickens, assistant portfolio manager at IG.

By Sam Dickens, assistant portfolio manager at IG.

If you are looking to invest in the stock market but also want to make a positive impact on environmental and social issues, then socially responsible investing may be for you. In this piece we take a look at six of the best ETFs that facilitate socially responsible investing.



Deutsche rolls out MSCI USA Sector ETFs on Xetra

Sep 20th, 2017 | By
Deutsche roll out MSCI USA Sector ETFs on Xetra

Deutsche Asset Management has launched six US sector ETFs on Deutsche Börse’s Xetra and Frankfurt exchanges. The funds track indices created by MSCI and provide exposure to the energy, financials, health care, information technology, consumer discretionary and consumer staples sectors of the US economy.



ETF Securities lists global robotics ETF in Australia

Sep 20th, 2017 | By
Robotics ETFs record strong inflows as sector outperforms

ETF Securities has listed the ETFS ROBO Global Robotics and Automation ETF (ROBO) on the Australian Stock Exchange, providing exposure to one of the fastest growing themes within the global technology segment.



UBS launches MSCI socially responsible Switzerland ETF on SIX

Sep 15th, 2017 | By
UBS launches MSCI socially responsible Switzerland ETF on SIX

UBS has launched the UBS MSCI Switzerland IMI SRI ETF (CHSRI) on SIX Exchange, providing total market exposure to Swiss-listed equities while avoiding those companies which are perceived to be negatively impacting society.



Smart Beta & Factor Correlations to the S&P 500

Sep 14th, 2017 | By
Smart Beta & Factor Correlations to the S&P 500

By Nicolas Rabener, Founder, FactorResearch.

In our recent research note “Smart Beta vs Factors in Portfolio Construction” we concluded there was no improvement in returns or decrease in drawdowns, compared to an improvement in the risk-return ratio when using Value & Growth factor exposures. However, the question remains if any of these offer diversification benefits, which is one of the few free lunches in the investment world.



Daiwa to roll out three ESG-focused ETFs on Tokyo Stock Exchange

Sep 14th, 2017 | By
Daiwa to roll out three ESG-focused ETFs on Tokyo Stock Exchange

Tokyo-based Daiwa Asset Management is planning to launch three new ETFs in Japan – the Daiwa MSCI Japan ESG ETF, Daiwa Japan Empowering Women ETF, and Daiwa FTSE Blossom Japan ETF. Each fund will provide exposure to locally listed equities while utilizing an environmental, social and governance (ESG) stock screening process. They are due to begin trading on Tuesday 26 September 2017.



Global X launches preferred stock ETF

Sep 14th, 2017 | By
Jay Jacobs, director of research of Global X.

Global X has launched the Global X US Preferred ETF (BATS: PFFD) providing broad exposure to the income-orientated US preferred asset class. Jay Jacobs, director of research at Global X, commented: “Preferreds have attractive yields that set them apart from other traditional income-generating asset classes like investment grade bonds and REITs.”



Franklin Templeton: Bringing the human factor to index investing

Sep 13th, 2017 | By
Chandra Seethamraju, vice president of systematic modelling, Franklin Templeton.

By Chandra Seethamraju, vice president of systematic modelling, Franklin Templeton.

For decades, Franklin Templeton has been a vocal advocate for active management. We believe the skills and insight human oversight brings should play a crucial role in the investment process. The emergence of risk-factor investing and the evolution of traditional indexes have opened up fresh opportunities to bring a human touch to what has traditionally been considered the passive exchange-traded fund space.



MSCI reports all factor indices positive in August

Sep 13th, 2017 | By
MSCI reports all factor indices positive in August

MSCI has released its index performance report for August 2017, breaking down the best and worst performing equity indices over this period by country, factor and sector. The index provider, which is one of the leading providers of equity indices to the exchange-traded fund industry, reports that all of its factor-based indices generated a positive return in August with the best performing factor during August being quality (1.4%) and the worst, enhanced value (0.2%).



Solactive introduces Intuitive Beta index suite with three thematic launches

Sep 12th, 2017 | By
Solactive introduces Intuitive Beta index suite with three thematic launches

Frankfurt-based index provider Solactive has launched the Solactive Intuitive Beta Index family by rolling out three smart beta indices constructed around themes including workforce efficiency, value investing and corporate longevity. Each of the indices target exposure to its specific theme within the US large cap equity universe.