| | ESG beats smart beta in trend stakes
Morningstar’s report on smart beta, reviewed this week, reveals that smart beta has dropped from favour across the board, with Director of Global ETF Research, Ben Johnson describing the strategy’s returns as ‘lacklustre’ during the market downturn in the first quarter of the year.
The same cannot be said for ESG, a strategy and filter easily applied through ETFs, and popular the world over at the moment. Sage Advisory’s Bob Smith has commented on his latest survey of ETF providers and their approach to ESG, attempting to sort the observant from the not very…the winner, with the highest ESG standards, was a small publicly listed ETF so size does not matter in the ETF stakes.
This week we also took a deep dive into BNY Mellon IM’s multi-factor high yield ETF with Paul Benson explaining the strategy that lies behind BKHY.
Readers, I call on you to vote in the ETF US Awards, with pre-selected nominations from Bloomberg. The firm with the most votes wins – simples, as they say in ad land. The link is here…
And if I may have a little more of your time, do peruse the agenda and speaker list for our October event, etfLIVE North America digital summit, which is well under way. Professional investors can attend for free. Please follow this link to find out more…
Beverly Chandler
Managing Editor, ETF Express
Companies in this issue
Alerian
American Century Investments
Amundi
BNY Mellon IM
Chimera Capital
Franklin Templeton
Invesco
Lyxor
Morningstar
Refinitiv
Sage Advisory
Xtrackers
| | | | | | | | | | | | | | | | Sage publishes survey of ETF providers and their approach to ESG | | Thu | 23 Jul 2020, 12:06 | | US-based independent institutional asset manager, Sage Advisory Services, with over USD14 billion in assets under management, has just published its third annual survey of ETF providers, examining how well they perform their fiduciary duty on behalf of ETF investors. |
| | | | | | | | | | | | | | | | Global ETF launches 16-23.07.20 | | Thu | 23 Jul 2020, 12:06 | | No sign of a summer lull in ETF launches as yet with a raft of new funds on offer this week. Alerian made its UCITS ETF debut via the HANetf platform, while American Century Investments, Lyxor and Amundi all launched new ESG/sustainable investment funds. Elsewhere, Invesco debuted a currency gold ETC on Xetra, while Amundi added to its low-cost Prime ETF range, Chimera Capital launched a new fund tracking a Shariah-compliant S&P index, and Franklin Templeton listed a new ultra short bond ETF. |
| | | | | | | | | | | ETF ecosystem demonstrated resilience in difficult markets Jason Xavier (pictured), Head of EMEA ETF Capital Markets, and Rafaelle Lennox, Senior ETF Product Specialist at Franklin Templeton, examine ETF investing within the context of the Covid-19 crisis, and why they believe investors will continue to embrace these vehicles. |
|
| | | | | | Copyright © 2020 All Rights Reservered About | Disclaimer Unsubscribe me from the list | | |
|
