The ETF industry has hit a major milestone, reaching USD $10 trillion in assets under management in the U.S. Commentary on the rise of index-based or passive investing may be widespread, but it is harder to find estimates of how truly “passive” their holders are. Secondary market volumes offer a fascinating, important and…

The Qontigo Investment Intelligence Summit held on May 5 was the stage for a discussion around index-based thematic investing. Two industry experts – from BlackRock and Qontigo – explained why assets are flowing into thematics and why the strategies can best target the upside of a world undergoing structural change.

S&P Dow Jones Indices offers some thoughts about the changing nature of work, and has launched the S&P Kensho Enterprise Index, which tracks companies involved in the enterprise collaberation market. These companies tend to be involved in the main services and technology offering, including collaboration software and…

Cross-border investment in non-listed real estate is on the rise. This article aims to compare the U.S. NFI-ODCE index with the European INREV ODCE index and the recently released Asian ANREV ODCE index with the hope that this study will be helpful to cross-border investors in these major markets.

Dividend strategies have gained a foothold with market participants seeking potential outperformance and attractive yields, especially in the low-rate environment since the 2008 financial crisis. While traditional high dividend payers have performed strongly in recent years, they have become quite expensive by most valuation…