ETFs: Who needs them?
All about the evolving world of ETFs…
Allocators continue to turn to ETF products for a wide range of reasons, such as portfolio diversification or to access assets in markets that are difficult to tap into. Here are some of the most recent and dynamic pieces of content on the developing ETF industry.
2024 Global ETF Outlook: Midyear Review (State Street)
The 2024 Trackinsight survey revealed that a vast majority of investors are planning to increase allocations to ETFs.
The 2024 Greater China ETF Investor Survey (Brown Brothers Harriman)
The survey – a subset of our Global ETF survey – paints an optimistic picture of further evolution through innovation as investors demand diversified products.
ETF Trends: Diversification Grows amid Rate Uncertainty (Vanguard)
For compliance reasons, this paper is only accessible in the United States
Equity ETF inflows totalled $141.8 billion, with large-blend and large growth ETFs consistently leading the pack.
Gold ETF Flows: August 2024 (World Gold Council)
For compliance reasons, this paper is only accessible in certain geographies
This report provides a snapshot of the investment flows within the global ETF industry, highlighting any noteworthy trends.
Why ETFs Are Scoring Over Mutual Funds (Wharton School)
Until recently, both ETFs and mutual funds controlled roughly equal shares of the over $9 trillion index fund market.
Investing in Megatrends with Thematic and ETFs Part 2 (BNP Paribas AM)
The easiest way to avoid unexpected performance is to construct a satellite to invest in thematic strategies. This can be done via ETFs.
Board Oversight of Exchange-Traded Funds (ICI)
The market price of an ETF share on an exchange is influenced by the forces of supply and demand. In recent years, both supply and demand have grown, however.
Exploring Bond Tax Efficiency: Futures or Bond ETFs? (Alpha Architect)
There are two components of return in the bond ETF: price return and income return. Price return is taxed as capital gains upon the sale of the ETF.
