As the lineup of exchange-traded products has expanded dramatically in recent years, financial advisors have found themselves with more tools at their disposal than ever before. The extreme granularity of many of the equity products out there allows for cheap, low maintenance targeting of specific corners of the investable universe, while the development of some increasingly complex products has opened up strategies that were previously inaccessible.
But perhaps the most impressive innovation in recent years has come on the bond side of the market, where the arsenal has expanded considerably over the past two years. Whatever your objective for the fixed income side of client portfolios, odds are there is an ETF that can be used to help you out. Below, we highlight ten common objectives when it comes to managing a bond portfolio–as well as the ETFs that can be used to achieve those goals [for more ETF insights, sign up for the free ETFdb newsletter]: [click to continue…]
The downgrade handed down from Standard and Poor’s on U.S. debts was detrimental to American stocks for a short period, as major indexes saw plunges of 5% or more upon the release of the news. With investors flocking to pull their assets from equities, gold has seen yet another historic landmark as it broke through [...]
Last year was a good year for most asset classes, as investor portfolios continued to recover from the recent recession. The difference in performance between many comparable funds was significant, and many of the best performers of 2010 are relatively small funds that maintain considerably smaller asset bases than their more popular competitors. Below, we [...]
PIMCO was a latecomer to the ETF industry. But since wading into the ETF waters last year, the California-based bond giant, has rapidly built up its fixed income lineup, which now includes both actively-managed and passively-indexed products focusing on munis, investment grade corporate debt, Build America Bonds, and of course U.S. Treasuries. The company expanded [...]
PIMCO, the Newport Beach, California-based bond fund giant, launched its latest exchange-traded fund on Wednesday, the Intermediate Municipal Bond Strategy Fund. The new ETF, which comes with an expense ratio of 35 basis points, will trade under the ticker MUNI, which was somehow still available. The ETF will be managed by John Cummings, the company’s [...]
Newport Beach, California-based PIMCO, one of the largest bond fund companies in the world, has made two additions to its small but growing line of fixed income exchange-traded funds. The PIMCO 3-7 Year U.S. Treasury Index Fund (FIVZ) completes the lineup of products covering key rate segments of the Treasury market, fitting between PIMCO’s 1-3 [...]
by Andy H on September 30, 2009
September was one of the most active months in the ETF industry in recent memory. We saw a wave of new fund launches from industry leaders and smaller players alike, along with perhaps the first of many commodity fund closures. September saw the introduction of another actively-managed ETF, proposals on several more innovative funds, and [...]
Pimco, the Newport Beach, California-based bond fund giant, is quickly expanding its presence in the ETF arena. Three months ago, Pimco was watching from the sidelines as iShares continued to show its dominance in the fixed income ETF space. With the launch of three additional ETFs this month, Pimco’s product line now consists of five [...]
