Morningstar Launches Smart Beta Ratings System
At its ETF Conference, Morningstar introduces a smart beta—or "strategic beta" in Morningstar parlance—exchange-traded product classification system.
Top Portfolio Products: Stock Split, Euro Stoxx ETFs Launched
Plus, 361 Capital files to launch a long/short product, while Schwab adds Direxion, other ETFs to OneSource.
Gene Fama: When’s the Right Time for Active Investing? Never
The Nobel laureate remains a true believer in efficient markets and passive investing and blasts behavioral economists who "dredge for anomalies."
PIMCO’s ‘Secret’: Its Managers, Including Bill Gross, Still Trade Daily
PIMCO’s Jerome Schneider told Morningstar ETF conference attendees that the bond giant's portfolio managers, even CIO Gross, still spend much of their time trading.
Schwab Adds 65 ETFs to Fee-Free Platform
Investors can now trade more than 180 ETFs online through Schwab with no charge.
What Do ETFs Really Cost?
There are significant misconceptions that exist about the total expense ratio of ETFs, including among some people considered ETF experts.
Passive Beats Active in August Fund Flows: Morningstar
The research firm releases ETF data for the first time, saying the funds represent a growing portion of investors' net worth.
BlackRock’s Koesterich: 3 Strong Headwinds Hampering U.S. Economy
At Morningstar ETF conference, BlackRock and iShares’ chief investment strategist sees demographics, debt and wage stagnation keeping GDP growth in check.
Beware: ETN Pitfalls Abound
ETNs have a number of benefits, but also shortcomings, including credit risk and taxation. It's important that advisors weigh ETNs' pros and cons to make the right choice for clients.
WBI Investments Launches 10 ETFs, Attracts $1 Billion-Plus in Assets
WBI’s Don Schreiber says actively managed ETFs are the “next frontier” for ETF growth.