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ETF Exchange-Traded Funds

Many SMSF portfolios remain overloaded with cash, shares and property and are more risky than people realise but one way to curb this risk is to diversify into corporate bonds.

Liquidity, transparency, and tax efficiency are hallmarks of ETFs, but Ben Johnson says some of these benefits can be oversold.

Underlying holdings and fee clarity rank among the key transparency-related advantages of exchange-traded funds, says State Street's Meaghan Victor.

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.



Bogle: Index funds should top investor lists 5 megatrends shaping the future of investing ETF flows remain strong despite emerging market turmoil
Bogle: Index funds should top investor lists 5 megatrends shaping the future of investing ETF flows remain strong despite emerging market turmoil