ETFs

The Defiance leader breaks down thematic investing as a long-term strategy, and why it matters to next-generation clients.

The thematic fund, which adhered to the tastes of Gen Z, had a short life.

He spoke at Future Proof just after his company, the largest issuer of exchange-traded products tied to digital assets, received a valuation of $2 billion.

Actively managed exchange-traded funds have accounted for nearly one-third of ETF flows so far this year, a record share.

Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.

The fund giant's move comes as asset managers face increasing political and social pressure over their stances on environmental, social and governance issues.

More than one-third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.

Competitors are angling to create exchange-traded funds as a share class of their U.S. mutual funds — A Vanguard hallmark.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.

Despite a down 2022, these funds were the best over the last decade.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Some funds lost more than 90% this year.

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.

The conversion would bring its active equity ETF lineup to 15 funds from an existing nine.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

Even the shortest-term debt has enticed money managers far and wide.

Two asset managers gave financial advisors tips on the complex asset class at the Future Proof conference.

The Canadian asset management firm is bringing out the funds amid a backlash against ESG.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.