Data
Direct indexing looks for an opening amidst ETF uptake
New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.
Data
New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.
Equities
Qontigo’s weekly Equity Risk Monitor also revealed falling factor volatility has driven down index risk while Gulf Arab markets came out as top performers.
ETFs
Research from Refinitiv Lipper shows money market funds have reported four straight weeks of inflows, while US broad-based equity indices traded positive for the fourth week in five.
Indexing
Where to allocate available funds and tactical moves to improve returns and mitigate risk are important issues that have even the savviest among us questioning the proper strategy and approach.
Equities
According to Royce Investment Partners' Francis Gannon, there was "nowhere to run and nowhere to hide" in a bearish second quarter for small-caps.
Data
Technology can remove the human bias in investing, whilst also offering investors exposure to the securities they own, but with reduced drawdown, minimized volatility and lower beta.
Research
Technology platforms evolve quickly to give financial advisers tools to help clients mitigate the tax hit as financial markets decline.
ETFs
The HANetf thematic survey revealed that 90% of wealth managers and advisers expect to increase their exposure to thematic ETFs over the next 12 months.
News
Direct indexing offers clear benefits for investors and their advisors. Is this trend coming quicker than you might think?