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Commissioner Mairead McGuinness says investors are being steered away from low-cost ETFs
New business drops but world’s second-largest asset manager weathers market storm
Range includes individual SDG ETFs on themes such as good health, sustainable cities and clean water
The lit liquidity erosion
Research group forecasts 56% of total US fund assets will be passively managed by 2027
The online data sources you need — and many are free
Last year’s net ETF flows at $221bn were lower than in 2021, but Vanguard’s $214bn marked a far steeper decline
Flagship COWZ fund AUM surged to $10.3bn at the end of 2022 from $1.3bn at the start of the year
Lookin’ good
Momentum, value and ‘low investment’ rack up returns of 11-15% while broad markets lost a fifth of their value
The vehicles suffered outflows of $879bn in the 11 months to the end of November
The move from 10.6% to 16.8% of the S&P 500 Value index is highest post-rebalance figure for tech since its inception
French fund house apes rivals in seeking to tap into Dublin’s preferential tax status
Proposals spark concerns about potential burden on funds tracking overseas indices
Proportion has jumped from the 51% recorded last year despite relatively poor returns
White-label ETF issuer executive expects huge growth in SMA conversions
Cryptocurrency fell 65% in 2022 but US bitcoin futures ETFs recorded steady net inflows
Failure to satisfy index provider on new climate rules excludes 34 groups from widely tracked benchmarks
ETF provider’s index trackers are increasingly popular even as their value falls amid tech rout
Government bond vehicles chalk up record inflows helping overall total reach $867bn — the second-highest on record
‘Even a respected king has to pass the crown eventually’
Sustainability rules and standards common in western jurisdictions are at odds with realities in China
Multiple headwinds have taken some of the shine off investing sustainably, but demand is still growing
Experts warn of market volatility as trading volumes of gold, oil, silver and copper have surged
Fast-growing strategy allows institutional managers to tap retail investors without a huge sales force
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