The European Benchmarks Regulation will have an impact on any providers of benchmarks that are used for financial products offered in the European Union (EU). The UK has followed these rules to date and are likely to track the rules however, UK based firms will become third country index providers…
Investing
How control of indexing can impact investors
Following the suspension of index rebalancing by major index providers during March, concern around control of index provision has risen. The question of how control of indexing impacts funds and investors needs addressing. Self-indexing is one option for firms, but this raises questions of its own. In the latest ETF…
ETFs in 2020: Key trends and risks for the industry
The ETF Rule in the US will lead to many new issues in the market across 2020; the ‘non-transparent active’ ETFs – in reality as transparent as mutual funds, and better described as periodically-disclosed ETFs, will increase in number. New smart-beta strategies and launches of funds based on existing smart-beta…
How to implement ESG into investment decisions
There are many ways for environmental, social and governance criteria to be brought into an investment portfolio. Manuela Sperandeo, EMEA head of smart beta, sustainable and thematic ETFs at BlackRock explains how to define the category, assess it in the context of investment strategy, and to implement it in practicality.
Active ETFs will be the next level
The use of fixed income exchange-traded funds for long term investment as well as for shorter term liquidity management and portfolio transitions. Tom Stephens, head of international ETF Capital Markets at JP Morgan Asset Management, says that changes in the regulation has increased transparency, changes in market participants has increased…
Difference in US and European approaches to ESG should not inhibit growth
In this second part of our interview with Elena Philipova, global head of ESG proposition at Refinitiv, we examine the regional differences in approach to supporting investment based on environmental, social and governance factors. Although different administrations have a variety of views on its importance, both bottom-up and top-down drivers…
Defining sustainable investment opportunities
A deeper understanding of environmental, social and governance (ESG) criteria within investment portfolios is becoming increasingly important to investors, requiring asset managers to assess how they might integrate those into funds. Elena Philipova, global head of ESG proposition at Refinitiv, talks through the changing landscape of ESG application within the…
Fixed income ETFs provide cost efficient execution
Jim Goldie, head of ETF Capital Markets (EMEA) at Invesco, discusses his views on the growth in the use of fixed income ETFs, how they can have tighter spreads than the index and provide cost efficient execution, with Hamish McArthur of ETF TV.
Building strategies and delivering value through ETFs
Sergey Dolomanov, partner at William Fry, shares his views on the value of ETFs – being delivery of better value and choice for investors – and the development of active and ESG strategies with Hamish McArthur of ETF TV and Deborah Fuhr of ETFGI The ETFs Global Markets Roundtable in…
The importance of transparency in ETF investment
Shaun Baskett Director of Index sales at Cboe Global Markets shares his views on the role of regulation, trade transparency and liquidity on ETFs with Dan Barnes of ETF TV and Deborah Fuhr of ETFGI. The ETFs Global Markets Roundtable in London was organized by Ari Burstein, President, Capital Markets…
A gap in education is the key risk in ETF markets
Eric Pollackov, global head of ETF Capital Markets at Invesco, discusses his views on the collaboration of capabilities to support active and passive investing, the need for education, and outlines the innovations developing in non-transparent, active and crypto exchange -traded products (ETPs), with Hamish McArthur of ETF TV and Deborah Fuhr…
Generating alpha with ETFs
Ciarán Fitzpatrick, Managing Director, Head of ETF Servicing Europe at State Street discuss how investor use ETFs to gain alpha through index and how the ETF wrapper is used to bring innovation to investors with Dan Barnes of ETF TV and Deborah Fuhr of ETFGI and ETF TV. The ETFs…