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.
ETFs
Equities
The six essentials when building an investment portfolio
Building a well-crafted portfolio requires an understanding of financial markets, taxes, asset classes, and human nature. Done right, the chances of positive investment outcomes are greatly increased.
ESG
European investors continue to back ESG ETFs
ESG ETFs represented 42% of total European ETF flows in the three months to the end of June 2022.
ETFs
Anti-ESG movement spawns new fund battle against industry giants
Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.
ETFs
Money market funds realize longest weekly inflows streak of the year
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.
ETFs
Advisers expect considerable inflows to thematic ETFs by the end of 2022
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.
ETFs
Buy the infrastructure beyond the EV boom
Governments need to keep pace with the growth of electric vehicles by providing adequate charging infrastructure.
Research
Sector-Energy ETFs post second-highest weekly outflows on record
Sector-energy ETFs logged their second-largest outflows on record. Jack Fischer, senior research analyst at Refinitiv Lipper reports.
ETFs
Thematic fund taps into rising interest rates
Designed to go up in value when rates rise, the FolioBeyond Rising Rates ETF is well suited to the current environment.