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ETF


Keep ETFs Weird

The ETF has been at the forefront of three major investment phenomena over the past two decades, and as a result has had a positive effect on the investment world, says Tadas Viskanta. The beauty of the ETF industry is its embrace of new ideas and strategies. Tamping down on that would only serve to make the investment world a less interesting place. So let's "Keep ETFs Weird."

Are Index Funds the Best Way to Own Preferred Stocks?

Preferred stock index funds are a double-edged sword, says David Allison, CFA, CIPM. They are a simple, liquid, and low-cost way for investors to gain exposure to preferreds, but their simplicity makes them a blunt tool and harbors risks.

The Gender Diversity Dividend

Lynn Blake, CFA, discusses State Street's new gender diversity exchange-traded fund (ETF), the benefits of bringing more women into the finance industry, and the wisdom and experiences she's accrued during her nearly 30 years in investment management, in an interview with Susan Hoover.

Are Currencies a Standalone Asset Class for Investors?

Tarun Ramadorai, professor of finance economics at the Saïd Business School, argues that currencies are increasingly seen as a standalone asset class for investors to consider as they build their portfolios.

Does Selling Theoretical Performance Put Investors First?

Marketing an unproven trading strategy using theoretical results and tiny disclosures sounds underhanded, but it is fairly common in the investment industry.

Fears of Buyers and Sellers

Often the price battle between buyers and sellers is described as the battle between fear and greed. I see the conflict as being between two vastly different sets of fears, with very little greed involved. The focus is not… READ MORE ›

Institutional Investing in Uncertain Times

For three of the largest religions of the world, last week was an important week of cherished celebrations. Just as each of these institutions needs to look after its flock both now and in the future, financial capital investment… READ MORE ›

Doing What It Says on the Tin: The Value of Volatility ETPs

Portfolio hedges don’t come cheap, but we shouldn’t confuse those costs with the vehicles that make hedging possible.

Volatility has been written about as an asset class at least since the early 2000s, but not until VIX futures and exchange-traded products… READ MORE ›

Mapping the Exchange-Traded Landscape with Deborah Fuhr

Deborah Fuhr, co-founder of ETFGI, has been tracking shifts in the landscape of exchange-traded products as part of her firm’s monthly reports on the industry.

The Worst Investment in the World

Sverre Rørvik Nilsen explains how the VXX might seem like a friendly cat that will cuddle up on your lap when you're watching television, but the truth is that it is a hungry tiger that will eventually take your head off.