Riding the Wave of Low-Volatility Funds
In this low-return environment, risk-averse investors are flocking to investments whose returns are likely to have a bit of staying power.
August 24, 2016
Retail Investors Prepare as Institutions Embrace Credit ETFs
For big investors, exchange-traded funds provide a way to make tactical allocations in the bond market. But at what price?
June 17, 2016
Smart-Beta Investors Chase Performance at Their Peril
Research Affiliates, BlackRock and other firms warn against falling for marketing spin and piling into popular factor-based strategies.
March 16, 2016
With Robo-Adviser SheCapital, Tina Powell Aims to Empower Women
An investment firm designed for new female investors, SheCapital seeks to close the gender gap in financial advice.
October 1, 2015
Bond Managers Want in on the Smart Beta Action
Seeking an alternative to traditional capitalization-weighted benchmarks, BlackRock, Northern Trust and other firms are launching smart beta bond funds.
April 15, 2015
Low-Carbon Indexes Offer Fossil Fuel Divestment Alternative
Pension funds and other institutions worried about climate change are turning to equity indexes that exclude companies with carbon exposure.
April 8, 2015
Top New U.S. ETFs of 2014 Deliver Innovation
Investors flocked to new exchange-traded funds such as First Trust’s multisector play and PureFunds’s cybersecurity offering.
January 5, 2015
Currency Hedged ETFs Gain Traction with Investors
Managers like Michael Jones, CIO of RiverFront Investment Group, are turning to these exchange-traded funds as the U.S. dollar strengthens.
December 18, 2014
ETF Providers Keep Trying to Build a Better Dividend Fund
Recent U.S. offerings include actively managed ETFs and vehicles designed to capture companies new to dividends.
October 1, 2014
Fixed-Income Trading Gets a Bit More Electrifying
A new MarketAxess/BlackRock tool could be the answer to wide bid-ask spreads in bond ETFs. But some say it could unintentionally spike volatility in the fixed-income market.
July 11, 2014