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ETF Exchange-Traded Funds

Fidelity Investments in the US last week launched two index funds with zero fees, signalling a new chapter in the passive investing price war. 

Self-managed super fund trustees are among the most at-risk investors as exchange-traded fund inflows continue to accelerate, according to a regulatory review.

Morningtar's Manager Research team provide their quarterly wrap of the exchange-traded product market.

Australian ETFs account for only about 4 per cent of total trading volumes, with huge room for growth, says ETF Securities founder Graham Tuckwell.

It's been another strong half year for the Australian exchange-traded funds industry, finishing the first half of 2018 at record highs.

Investors need to look beyond the expense ratio, which is just one of several costs involved in owning exchange-traded funds within an investment portfolio, writes State Street's Susan Darroch.

How active ETFs offer investors a lower-cost alternative to full active management, and are increasingly used for holistic portfolio construction, says BetaShares' Alex Vynokur.

How investors' use of exchange-traded funds is evolving, and why Blackrock hasn't yet pushed into the active side of these vehicles, according to Blackrock iShares' Jonathan Howie.

Whether ETFs are to blame for returning market volatility was among topics traversed at the recent Morningstar Investment Conference 2018.

Most local investors are entirely missing the potential returns of emerging heavyweights such as Tencent, Alibaba and Baidu, writes VanEck's Arian Neiron.

ETFs aren't the whole story in the broader discussion of active versus passive funds and low-cost investing, writes Dan Kemp from Morningstar Investment Management, UK.

While most of us are inherently alert to risks in many areas of our lives, such as driving a car or crossing the street, currency risk within an investment context is often not considered.

Senior figures from two of Australia's largest exchange-traded fund shops have engaged in a robust exchange of views at Morningstar Investment Conference 2018.

Vanguard Australia is closing the gap in the battle for the title of Australia's largest ETF provider after pulling in close to $3 billion in net flows over the year.

These real-world insights from Morningstar's Ben Johnson include simple tips like checking in with a friend before big trades, and only trading during market open hours, and more complex tips such as utilising limit orders.

A growing sustainability focus among Australian exchange-traded funds has seen the ESG segment's funds under management jump 80 per cent year-on-year, Morningstar research shows.

On May 3, 2018, BlackRock announced it proposes to convert 14 of its cross-listed ETFs offered on the ASX to new Australia-domiciled iShares ETFs in July 2018.

The Australian exchange-traded product market continues to grow and innovate, with a total of 176 ETPs and AUD 36.3 billion in assets as at 31 March 2018.

Two Australian exchange-traded product providers believe they will see further inflows as a partial response to the Royal Commission into financial services.

Australian first-time investors have an increasing number options at their disposal as “micro-investing” tools proliferate -- but how cost-effective are they?

Data suggests the worst of the share market declines are behind us, but a final bottom in the market could still be weeks or months off, according to BetaShares economist David Bassanese.

The tax efficiency of exchange-traded funds shouldn't be confused with tax immunity, as Ben Johnson from Morningstar in Chicago explains.

With growing recognition of environmental and sustainability principles among investors worldwide, more strategies are emerging and ESG fund flows are increasing.

Active exchange-traded products were the fastest growing segment in another record-beating year for index trackers in 2017.

With two broad schools of thought on investment forecasting--espousing an "inside view" versus an "outside view"--Ben Johnson from Morningstar's Chicago office explains which approach is more successful and why.

The purpose of Morningstar’s qualitative, analyst driven research on funds is to identify those funds that should outperform a relevant peer group.

There are likely to be more failures such as the recently shuttered negative-VIX funds in the US, with an increase in product launches also likely to mean more duds, writes Ben Johnston from Morningstar in Chicago.

Smart beta exchange-traded funds could account for one-third of all ETFs listed on the Australian Securities Exchange by the end of 2018.

The dramatic growth of index funds has generated scepticism among some and outright hostility from others.



Using ETFs to manage portfolio risk Evolution of ETFs in investor portfolios Are ETFs to blame for market volatility?
Using ETFs to manage portfolio risk Evolution of ETFs in investor portfolios Are ETFs to blame for market volatility?