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Viewing entries tagged with 'etf'

Who Is Buying Bond ETFs? Why Are They Buying Them?

24 March 2017

Morningstar: This article explores a few notable use cases, and it will also show that performance is not always the most critical factor that investors consider when selecting fixed-income ETFs. More>

Pensions and Other Big Investors Increasingly Turn to ETFs

3 March 2017

Instutional Investor: Exchange-traded funds, like their traditional mutual fund cousins, were originally targeted at mainstream investors as an easy way to get exposure to segments of the stock and bond markets. Now large investors, such as pension funds and sovereign wealth funds, are increasingly turning to ETFs to help manage their liquidity concerns. More>

6 traits of the best indexes

6 January 2017

Morningstar: Finding an index that scores well across these six dimensions can help investors choose among seemingly similar funds. More>

Best and worst new ETFs of 2016

30 December 2016

Morningstar: Though there are plenty of choices on the ever-expanding menu of Exchange Traded Funds, investors' tastes are fairly basic. Of the 1,957 ETPs on offer, the top 100 as measured by assets under management accounted for 74% of the $2.5 trillion invested in exchane traded products at the end of November. More>

7 funds to consider in 2017

26 December 2016

SmartBeta, emerging markets, global macro, absolute return, global shares and small caps strategies are among those employed by these "best of the rest" funds nominated in the six-monthly Morningstar Prospects Report. More>

What gives an index an edge?

23 December 2016

Morningstar: Ben Johnson explains the launch of the Morningstar Analyst Ratings for ETFs. More>

Craig Simpson finds the lack of KiwiSaver options for socially responsible investors means comparisons are difficult and focus on short term returns

14 September 2016

Numerous studies conclude there is no discernible difference in the risk and return profile between a socially responsible fund and a mainstream fund. In some cases, the performance of socially responsible funds outperforms mainstream funds. Goodreturns.co.nz. More>