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The rapid expansion and development of the ETF industry has made it easy and cost-effective for mainstream investors to tap into virtually any asset class. And though there are many products out there that allow investors to add exposure to hyper-targeted markets, most utilize the investment vehicles as core holdings in their portfolios [see How To Pick The Right ETF Every Time]. [click to continue…]

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Quant-Based ETFs In Focus

by on December 30, 2011 | Updated July 9, 2014

ETFs initially became popular with advisors and individual investors as tools for harnessing beta, allowing low cost ownership of broad equity markets through a vehicle that provided transparency, intraday liquidity, and potential tax efficiency to boot. The “first generation” of exchange-traded products were exclusively plain vanilla funds that targeted well known stock and bond benchmarks, such as the S&P 500 or Barclays Capital Aggregate Bond Index. [click to continue…]

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To this point, much of the tremendous growth in the ETF industry–we now have close to 1,200 U.S.-listed exchange-traded products with aggregate assets approaching $1.1 trillion–has been attributable to “passive” products; those that seek to replicate the benchmark of an index. Several actively-managed ETFs have debuted in recent years, but investor response to these products […]

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One of the hottest topics in the industry at present is the future of actively-managed ETFs. The issue is also a very divisive one; some expect that widespread adoption of active ETFs is only a matter of time, while others believe mutual funds will continue to be the vehicle of choice for those interested in […]

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Claymore, the Chicagoland issuer known for its line of themed ETFs and targeted sector funds, has launched three new ETFs based on broad market indexes maintained by Wilshire. The new funds include the Wilshire 5000 Total Market ETF (WFVK), Wilshire 45oo Completion Index ETF (WXSP), and Wilshire U.S. REIT ETF (WREI).

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San Francisco-based Grail Advisors is set to expand its presence in the actively-managed ETF space, introducing four actively-managed ETFs later this week: RP Growth, RP Focused Large Cap Growth, RP Technology, and RP Financials. The new funds will join Grail’s existing actively-managed ETF, the Grail American Beacon Large Cap Value ETF (GVT), which launched earlier […]

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In the summer of 1992, Eugene Fama and Kenneth French published “The Cross-Section of Expected Stock Returns” in The Journal of Finance, a groundbreaking analysis that prompted financial presses to run headlines declaring “beta is dead.” While the death sentence may have been a bit severe, it struck a significant blow to a widely-accepted and […]

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