Exchange-traded funds (ETFs) have burst on to the scene in the last few years, raking in hundreds of billions of dollars in assets and prompting a major shift towards indexing strategies in the process. ETFs have empowered financial advisors (FAs), registered investment advisors (RIAs), Chief Financial Officers (CFOs), money managers, and retail investors to take greater control over their portfolios, pushing down fees and maxing out tax efficiency in the process. While ETFs appear quite simple on the surface, these securities can be quite complex. In order to get the most out of ETFs, there’s a lot that investors need to know about the structure, opportunities, and limitations of these securities.
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The ETF corner of the Twitterverse represents the crossroads of perhaps two of the hottest trends of the past five years. ETFs have burst onto the investing scene as tools for accomplishing a growing range of objectives, while social media has emerged as a tremendously powerful tool for staying up to date on just about everything. For [...]
Institutional money managers, financial advisors, and investors of all walks have largely embraced the advantages offered by the exchange-traded product structure over traditional mutual funds. The rising popularity of indexing strategies makes it easy and affordable for investors to tap into virtually any asset class around the globe through the purchase of a single ticker. [...]
PIMCO, fresh off the extremely successful launch of its Total Return ETF (BOND), has rolled out another actively managed bond fund that taps into a corner of the fixed income market that has generated significant interest in recent years. The new Global Advantage Inflation-Linked Bond Strategy Fund (ILB) will be comprised of inflation-protected bonds, securities [...]
State Street, one of the largest ETF issuers by total assets, has thrown its hat into the active ETF ring with the launch of three multi-asset class products. The new ETFs, each of which will be structured as fund-of-funds, include: SPDR Multi-Asset Real Return ETF (RLY) SPDR Income Allocation ETF (INKM) SPDR Global Allocation ETF [...]
Innovation has become a common occurrence in the ETF industry in recent years, transforming the product lineup from a collection of blunt instruments into an arsenal of more than 1,400 investing tools. Among those products are a growing number of precise, targeted tools that allow investors an unprecedented level of granularity when building a portfolio. [...]
Improving growth expectations and renewed optimism have been dominant themes so far in 2012. Economic data releases on Wall Street have been bolstering equity markets higher since the start of the year, marking an impressive comeback from the dismal days of 2011. Ongoing bullish price action coupled with a growing sense of confidence surrounding the [...]
Investors have seemingly brushed aside looming debt woes on both sides of the Atlantic ocean as improving growth expectations have helped pave the way higher for equity markets around the globe. Bullish momentum has undoubtedly prevailed on Wall Street thus far in 2012, although many are fearful that a steep market correction is just around the corner. [...]
The debut of PIMCO’s highly-anticipated Total Return ETF (TRXT) earlier this month has been hailed as a pivotal moment for the active ETF industry, potentially opening up the floodgates to significant future inflows. There seems to be an opinion that the active ETF movement has been something of a failure to date, failing to bring in [...]
Today brings the most anticipated ETF launch of the last several years, with PIMCO debuting an exchange-traded version of its popular Total Return Bond Fund (TRXT). The new ETF, PIMCO’s fifth actively managed product, is managed by bond guru Bill Gross–who is widely regarded as the top fixed income manager in the world. The move [...]
Bond fund giant PIMCO launched its highly anticipated Total Return ETF (TRXT) on Thursday, bringing to market an exchange-traded version of the mutual fund that has accumulated about $250 billion in assets since its debut in the 1980s. The new ETF is the most eagerly anticipated product launch of the last several years–perhaps throughout the [...]
