ETF Database » GMM

Tax Efficiency Report Card

Daniela Pylypczak — Tue, 10 Jan 2012 12:00:24 +0000

The year-end periods provides the ETF industry with a couple of opportunities to flex its collective muscle; performance comparisons generally tend to favor those products with lower expense ratios–a defining feature of exchange-traded funds. But early January also puts another benefit of exchange-traded products into focus: enhanced tax efficiency relative to traditional mutual funds. The nuances of the exchange-traded structure have the potential to bring additional tax efficiencies to investors thanks to the availability of an “in kind redemption” that ultimately gives investors more control over the timing of tax obligations. Mutual funds, on the other hand, have a nasty tendency to stick remaining shareholders with tax liabilities incurred as a result of redemptions by others–a development that can obviously be undesirable [see Tax Loss Harvesting With ETFs: 6 Ideas To Lower Client Liabilities]. ETFs won’t allow investors to skip out on their taxes, but this product structure can deliver [...]

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Highlighting Five Free ETF Tools

Michael Johnston — Fri, 27 May 2011 14:00:38 +0000

With more than 1,200 products in a lineup that adds dozens of new funds every month, navigating through the ETF universe has become an increasingly challenging task in recent years. Innovation in the space has given investors more options than ever before for accessing asset classes and investment strategies that may have previously been out of reach. With the tremendous growth in the ETF industry has come the introduction of countless tools and resources designed to help ETF investors find the products that meet their objectives, and analyze potential holdings to determine the optimal fund. ETF Database has developed a suite of free ETF tools and resources that can be used in a variety of different ways, and that may be useful for investors of all types and all levels of sophistication. Below, we outline five of the free tools offered at ETFdb.com: 1. ETF Screener Built around a proprietary [...]

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State Street Debuts Two New Emerging Markets ETFs

Michael Johnston — Fri, 25 Feb 2011 15:00:22 +0000

State Street rolled out two new ETFs on Thursday, launching products offering exposure to emerging markets equities and fixed income securities. The SPDR Barclays Capital Emerging Markets Local Bond ETF (EBND) will seek to replicate a benchmark consisting of fixed-rate local currency sovereign debt of emerging market countries, while the SPDR S&P Emerging Markets Dividend ETF (EDIV) is linked to a benchmark made up of dividend-paying emerging markets stocks. “Against a backdrop of historically low Treasury yields, demand for precise exposure to innovative debt and dividend instruments is climbing,” said James Ross, senior managing director and global head of SPDR Exchange Traded Funds at State Street Global Advisors. “The launch of the SPDR S&P Emerging Markets Dividend ETF and SPDR Barclays Capital Emerging Markets Local Bond ETF helps to underscore the evolution of views on diversification – investors no longer see emerging markets as a single, uniform asset class.” EBND [...]

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ETF Bargain Hunting: Low P/E Ratio ETFs

Michael Johnston — Mon, 23 Nov 2009 16:48:36 +0000

When domestic and international equity markets tumbled in the first three months of this year, bargain hunters were overwhelmed with possibilities. As price-to-earnings ratios plunged into the single digits, those who follow the Buffett mantra “be fearful when others are greedy and greedy when others are fearful” were presented with one of the best buying opportunities in recent memory. But since March, equity markets have staged impressive recoveries, making good values hard to come by. In fact, many well-respected investors with sound track records believe U.S. markets have become significantly overvalued, with only a matter of time before a downward correction erases some of the gains posted over the last six months. Last month Jeremy Grantham estimated that the stock market is 25% overvalued, making two dismal predictions for the first half of 2010. “First, the disappointing economic and financial data that will begin to show the intractably long-term nature [...]

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Definitive Guide to BRIC ETFs: BRIC ETF Investing 101

Eric Dutram — Wed, 28 Oct 2009 12:00:18 +0000

With sluggish growth forecasted for the next few quarters an unemployment rate quickly approaching 10%, many U.S. investors are looking beyond their borders for new investment opportunities. While developed European and Asia Pacific economies have received a significant amount of attention, the most popular investment destinations remain the four largest emerging market countries: Brazil, Russia, India, and China, collectively known as the “BRIC” economies. Together, these four countries currently comprise 40% of the world’s population and 15% of GDP, ensuring that they will be a force to be reckoned with on the global stage for years to come. Meanwhile, combined foreign reserves total over $3.1 trillion, potentially allowing these countries to influence world trade and push politics more towards a multipolar world. Historically, it has difficult for many American investors to access BRIC equity markets directly; most have relied primarily on the few stocks that trade as American Depository Receipts [...]

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Israel’s Promotion Spurs Shakeup For ETFs

Michael Johnston — Wed, 17 Jun 2009 18:53:26 +0000

Index compiler MSCI Barra announced earlier this week that Israel will be reclassified from Emerging market status to Developed market status, forcing some of the largest ETFs on the market to do some rebalancing in the coming months. Israel will be removed from the MSCI Emerging Markets Index and the MSCI EMEMEA Index, which includes emerging markets in Europe, the Middle East, and Africa. The MSCI Israel Index will now be included in the MSCI World Index, where it is expected to rank 18th out of the 24 developed market member countries, ahead of Portugal and Ireland. Making The Grade MSCI regularly reviews and classifies 75 of the worlds largest markets into one of three categories: (1) Developed, (2) Emerging, and (3) Frontier. MSCI evaluates all covered markets on 18 measures in four market accessibility criteria, including: Openness to foreign ownership Ease of capital inflows / outflows Efficiency of the operational [...]

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ETF Database » GMM

Tax Efficiency Report Card

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Highlighting Five Free ETF Tools

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State Street Debuts Two New Emerging Markets ETFs

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ETF Bargain Hunting: Low P/E Ratio ETFs

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Definitive Guide to BRIC ETFs: BRIC ETF Investing 101

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Israel’s Promotion Spurs Shakeup For ETFs

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