ETF Database » CPI

ProShares Rolls Out First Inflation Breakeven ETFs (RINF, FINF)

Michael Johnston — Fri, 13 Jan 2012 11:00:00 +0000

ProShares is continuing to build out its suite of ETFs offering exposure to alternatives, announcing this week the launch of a pair of funds designed to offer exposure to “breakeven inflation.” That term refers to the spread difference in yield between Treasuries and TIPS (i.e., the yield on Treasuries less the yield on TIPS of comparable duration), which is one measure of the rate of inflation that is expected from the market. The two new ETFs are: ProShares 30 Year TIPS/TSY Spread (RINF): This ETF seeks to deliver results that correspond to the performance of the Dow Jones Credit Suisse 30-Year Inflation Breakeven Index. That benchmark consists of a long position in the most recently issued 30 year TIPS bond and short positions in U.S. Treasuries of the closest maturity. ProShares Short 30 Year TIPS/TSY Spread (FINF): This ETF seeks to deliver daily returns that equal -1x of the daily change [...]

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ProShares Files For Innovative ‘Inflation ETFs’

Eric Dutram — Wed, 28 Sep 2011 11:00:19 +0000

ProShares, the Bethesda, Maryland-based ETF issuer best known for its suite of leveraged and inverse products, announced plans to expand its offering in the Treasury bond space with its latest SEC filing. In the document, the company detailed four new funds that are vastly different from anything else in the market, giving investors new ways to play inflation with government bonds. If approved, the new funds would help push ProShares above the 125 fund mark and would greatly expand the company’s lineup of Treasury-focused ETFs. Although a number of important details were not released in this initial filing, expense ratios and ticker symbols are still unavailable, we offer up some of the key points from the release below: The company looks to offer four products in total with two focused on the Ten Year bond space and two focused on the long term 30 year bond space. Basically, in the two ’rising’ inflation [...]

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Three Defensive ETFs For The S&P Downgrade

Jared Cummans — Mon, 08 Aug 2011 20:03:41 +0000

Debt ceilings, downgrades, and sell-offs of epic proportions have combined to make the last few weeks a major headache for investors. With the outlook of the U.S. economy changing drastically, many are unsure of where place their assets. Starting with the debt deal that took longer than expected to pass, markets reacted poorly to the agreement reached and the plan it outlined. While many thought that the worst was over, investors’ attention was immediately grabbed when they saw that Standard and Poor’s, straying from counterparts Moody’s and Fitch, officially removed the U.S. from the AAA rating club [see also ETF Insider: Run For The Hills!]. The decision has been met with furious backfire from the Obama administration who claim it was a “facts-be-damned” decision, while others feel that the downgrade had political motives. Still, some analysts feel that a downgrade of our sovereign debt was long overdue, as our debt [...]

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Another Inflation Fighting ETF On Tap

Michael Johnston — Fri, 22 Jul 2011 10:25:39 +0000

First Trust, the firm behind the recently-launched Cloud Computing Index Fund (SKYY) has filed details on an ETF focused on another popular theme: inflation. A recent SEC filing detailed the First Trust Inflation Managed Fund, a product that would maintain a primary investment objective of “long-term capital appreciation” and secondary objective of current income. The proposed ETF would be actively managed, and according to the filing would invest in “common stocks of companies in the energy and materials sectors and in ETFs and closed-end funds that hold commodities, such as gold and silver, inflation-indexed government bonds and floating rate securities.” The filing also mentioned that the fund could use derivative instruments to hedge against interest rate increases. That flexibility could be appealing to investors concerned about the adverse impact of rising rates on inflation-protected bonds, an asset class that many have embraced as a primary defense against inflation and one [...]

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Inflation ETF Special: 25 ETF Ideas To Fight Rising Prices

Stoyan Bojinov — Wed, 20 Jul 2011 13:30:23 +0000

Inflation has been a particularly frustrating topic in recent months. Despite widespread predictions for a surge in CPI in the wake of unprecedented injections of liquidity into global financial markets, upward pressure on prices has not yet materialized–at least not in many developed markets. The prospect of what seems to be an inevitable outcome has prompted many to take measures to protect their portfolios, increasing allocations to asset classes expected to generally perform well when inflationary pressures spike. Countless investors have been wrong in their calls on inflation, ranging from Wall Street titans such as Morgan Stanley to smaller money managers and individuals. Another frustrating aspect of inflation is the difficulty many investors face in protecting their portfolios from the phenomenon. Debates over the relative merits of various securities as safeguards against inflation have raged for decades, with different investors pursuing different strategies. Each inflationary environment is unique, and inflation [...]

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WisdomTree Debuts Inflation-Focused ETF: Real Return Fund (RRF)

Michael Johnston — Thu, 14 Jul 2011 15:00:37 +0000

WisdomTree rolled out a new ETF designed to deliver a comprehensive approach to combating inflation on Thursday, debuting the Real Return Fund (RRF). The actively-managed ETF will take a unique approach to delivering total returns that outpace the rate of inflation, going beyond many of the more simplistic strategies that may have limited effectiveness when rising prices put a dent in portfolio values. The new RRF features a number of different components, each optimized to deliver a very unique risk/return profile to investors concerned about the potentially adverse impact of surging inflation. Part I: TIPS (With A Global Feel) From a high level, RRF will be split between inflation-protected bonds (about 2/3 of the portfolio) and commodities (1/3 of the portfolio). The principal of inflation-protected bonds is generally linked to an official measure of inflation, meaning that as CPI (or some other indicator in the case of international securities) rises, [...]

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ETF Filings: Real Return, Equal Weighting, Mortgage REIT Funds On Tap

Michael Johnston — Sun, 15 May 2011 15:00:06 +0000

The past week was a relatively quiet one in the ETF industry in terms of new product launches, with just three new ETFs debuting, First Trust kicked off and capped the activity, debuting the first car ETF on Tuesday and rolling out another addition to its AlphaDEX suite later in the week; those launches sandwiched Van Eck’s debut of the first Latin America Bond ETF (BONO). But ETF issuers remain very active in the product development space, as a number of companies stuffed new ideas into their product pipelines over the last several days. Below, we highlight an incredibly busy stretch of ETF filings, including first to market ideas and challengers to existing products [sign up for our free ETF newsletter to stay up to date on all the new additions to the lineup]: Russell Plans Real Return ETF Russell, which acquired Reno-based U.S. One earlier this year, continues to [...]

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Diamonds In The Rough: Ten Of Our Favorite ETFs With AUM Under $25 Million

Michael Johnston — Mon, 25 Apr 2011 14:00:41 +0000

The ETP lineup now consists of nearly 1,200 individual products with aggregate assets of well more than $1 trillion. And both of those numbers continue to expand at an impressive rate; new ETFs are launched seemingly on a daily basis, while cash continues to flow out of traditional mutual funds and into exchange-traded products. As growth has accelerated, it has become increasingly difficult for individual investors and advisors to keep track of all the exchange-traded options out there. Though smaller funds are taking in more and more assets, the ETF industry remains very top heavy; the 30 largest ETPs account for well more than half of total assets. And while the more compelling and unique products generally have a way of accumulating significant AUM, some of the appealing funds hitting the market seem to fly under the radar of investors. Many investors and advisors abide by rules of thumb that require [...]

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State Street Plans Active ETFs

Michael Johnston — Fri, 08 Apr 2011 11:00:50 +0000

The dawn of the second quarter of 2011 has seemingly brought a fresh round of momentum to the active ETF space, as the logjam at the SEC has been broken–at least initially–and some major names in both the ETF and mutual fund space have inched closer towards rolling out actively-managed ETFs. State Street, the issuer behind the two largest U.S.-listed passive ETFs, became the latest to throw its name into the ring as a potential issuer of active ETFs. In a recent SEC filing the company detailed six active ETFs covering various asset classes and investment strategies: SSgA Real Assets ETF: This fund would seek “to achieve real return consisting of capital appreciation and current income” according to the filing, and would invest primarily in exchange-traded products offering exposure to four asset classes: 1) TIPS, 2) domestic and international real estate, 3) commodities, and 4) equities of companies in the [...]

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WisdomTree Planning Global Real Return Fund

Eric Dutram — Thu, 10 Feb 2011 12:00:39 +0000

WisdomTree, the New York City-based ETF issuer best known for its lineup of dividend focused funds, revealed continued expansion beyond this space with a filing for a new ETF. The proposed fund seeks to offer investors a real rate of return over inflation regardless of market conditions. This will potentially be accomplished by investing in a variety of different instruments that are heavily influenced by inflation rates such as interest rates, inflation-linked bonds, and commodities. Although details regarding the fund’s expense ratio and ticker symbol were unavailable at this time, we have highlighted some of the key points regarding this actively managed fund’s methodology below. The Fund invests in fixed income securities and other instruments designed to provide protection against inflation which the company defines as a rise in the general level of prices of goods and services over time. The Fund invests in bonds and other instruments linked to [...]

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ETF Database » CPI

ProShares Rolls Out First Inflation Breakeven ETFs (RINF, FINF)

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ProShares Files For Innovative ‘Inflation ETFs’

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Three Defensive ETFs For The S&P Downgrade

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Another Inflation Fighting ETF On Tap

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Inflation ETF Special: 25 ETF Ideas To Fight Rising Prices

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WisdomTree Debuts Inflation-Focused ETF: Real Return Fund (RRF)

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ETF Filings: Real Return, Equal Weighting, Mortgage REIT Funds On Tap

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Diamonds In The Rough: Ten Of Our Favorite ETFs With AUM Under $25 Million

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State Street Plans Active ETFs

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