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MNA

Since the start of 2014, Wall Street has witnessed one of the most active mergers and acquisition booms in some time. With only a little more than a month to go, so far this year’s global merger tally already tops $3 trillion, with U.S. M&A activity accounting for $1.5 trillion. According to Dealogic, the current dollar volume of announced deals in the world is higher than in any full year since 2007 [see also ETF Issuer Solutions Welcomes Industry Newcomers].

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The expansion of the ETF universe has brought forth countless strategies and previously hard-to-reach asset classes to anyone with an online brokerage account. While it’s true that most investors have embraced the traditional, index-based, or so-called “plain vanilla” funds, there is still growing demand for the more sophisticated and actively managed offerings out there [see our ETF Launch Center].

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For investors, the growth of the ETF industry has certainly been a blessing. Aside from accessing equities and bonds for dirt cheap, regular retail investors now have the opportunity to gain access to strategies that were once either too expensive or hard to reach. Historically, alternative assets have been very costly and almost impossible for […]

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ProShares announced the launch of the Hedge Replication ETF (HDG), a new product that will seek to provide returns characteristic of the hedge fund asset class. The new ETF is designed to maintain a high correlation to the HFRI Weighted Composite Index, an equal-weighted composite of more than 2,000 funds.

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When ETNs Are Better Than ETFs

by on March 16, 2011 | Updated December 8, 2014

As the universe of exchange-traded products has expanded considerably in recent years, investors have become more aware of the nuances between the various types of investment vehicles. Under the “ETF umbrella” are a number of product structures that aren’t true 1940 Act exchange-traded funds, including unit investment trusts (UITs) and grantor trusts. Also included are […]

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How ETFs Have Democratized Investing

by on March 10, 2011 | Updated June 12, 2014

ETFs have been praised for improving the investing experience in a number of different ways. They have been the catalyst for a shift towards low cost indexing strategies, and have placed strong downward pressure on management fees throughout the investing landscape. They have improved tax efficiencies and intraday liquidity, allowing investors to move in and […]

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Credit Suisse announced the launch of its fourth ETN today, rolling out a product offering leveraged exposure to a merger arbitrage strategy. The 2x Monthly Leveraged Credit Suisse Merger Arbitrage Liquid Index ETN (CSMB) will be linked to an index consisting of stocks that are proposed takeover targets, delivering 2x leveraged exposure on a monthly […]

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IndexIQ, the firm known for pioneering the hedge fund replication ETF space, recently made an SEC filing detailing plans for close to a dozen new funds targeting international equity markets. The filing was light on details such as ticker symbols or expense ratios, but highlighted the investment objectives for the innovative funds:

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The introduction and rapid expansion of the ETF industry has no doubt been a very positive development for investors big and small. The low fees characteristic of the exchange-traded structure have allowed cost-conscious investors to minimize expenses without sacrificing returns, while the enhanced tax efficiency and intraday trading capabilities have contributed increased flexibility to the […]

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Less than a week into November, the month is shaping up to be one of the most active in recent memory for the ETF industry. Vanguard (international real estate ETF), UBS (another MLP ETN), PIMCO (laddered Treasury fund), and Global X (Gold Explorers) have already launched new ETFs, and several more issuers are expected to […]

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Credit Suisse rolled out the latest addition to its ETN lineup on Monday, launching the Credit Suisse Merger Arbitrage Liquid Index (CSMA). The exchange-traded note will be linked to an index designed to employ a merger arbitrage strategy by using a quantitative methodology to track a dynamic basket of securities held as long or short […]

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It is no secret that generating steady returns in equity markets has been a daunting task. The market has been extremely rocky in 2010 as a stellar July was washed away by extreme levels of weakness in the early part of August. These moves have leveled out equities to produce a sideways trend, leaving many […]

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