ETFs

Asset Allocation

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.

Asset Allocation

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.

Asset Allocation

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.

ESG

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.

Equities

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.

Equities

Investing in times of uncertainty

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.

Asset Allocation

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