ETF Express Newsletter

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NEWSLETTER | 8 Jan 2021

Some statistics to welcome us back into the new year. Statistics that reflect how, dare I say it, full of unprecedented events 2020 turned out to be. That word, ‘unprecedented’, was estimated to have a 7,000 per cent increase in usage last year, while Oxford Dictionaries reports a 57,000 per cent increase in the use of the word ‘pandemic’.

This year launches with a number of ETF launches from a variety of new providers. Blue Horizon Capital has joined the ranks of ETF issuers with its approach to new energy, based on over 30 years of experience working in the energy sector, while Upholdings’ KNGS, a cashflow compounder launched at the end of December, comes from founder Robert Cantwell whose background lies in on-line retail fashion and hedge funds. Cashflow compounders are companies that generate cash and reinvest at a higher rate of return than the overall market.

Whatever else 2021 brings us, thematics seem to be popular across the board, with Cerulli Associates reporting that, in Europe, net flows into sector-themed equity products during the first 10 months of 2020 amounted to EUR89 billion (USD108 billion), more than triple the net sales for 2019. Assets under management amounted to EUR512.4 billion at the close of October 2020, the firm says.

One firm that has successfully ridden that thematic wave over 2020 is Rize ETF. Read our interview with the firm’s co-founder Jason Kennard, who details how the firm has managed to hit assets under management for its thematic ETFs of USD100 million in the first 10 months of its existence and against all odds in that (whisper it) unprecedented year.

Rize ETF is nominated in the annual ETF European awards, in their 11th year this year. Voting for Rize and all the other nominees is still open. The firms with the most votes win so please get voting

A final statistic for you – there was a 500 per cent increase in the use of the word ‘unmute’ over 2020. Let’s hope that is a statistic we can leave behind as we head off into 2021.

Beverly Chandler
Managing Editor, ETF Express

Companies in this issue
Blue Horizon Capital
Cerulli Associates
Distillate Capital
Euclid Investment Advisory
Global X
Invesco
Lyxor
Pacer ETFs
Rize ETF
Sound Income Strategies
Swan Global Investments
Trumark
Upholdings

New ETF KNGS focuses on cashflow compounders

Thu | 7 Jan 2021, 14:38

An ETF launch from new ETF provider Upholdings adds to the conversion story of recent months, bringing Compound Kings, KNGS, to the investment world.

Rize hits USD100 million in assets

Thu | 7 Jan 2021, 14:38

Less than a year since its first fund launches, and in a year unlike any other, new ETF issuer Rize ETF has seen its assets reach USD100 million in a range of thematic ETFs that have reflected the extraordinary times.

Thu | 7 Jan 2021, 14:38

Research conducted by Cerulli Associates finds that thematic ETFs enjoyed a boom over 2020 and their popularity is set to continue over 2021. Net flows into sector-themed equity products during the first 10 months of 2020 amounted to EUR89 billion (USD108 billion), more than triple the net sales for 2019. Assets under management amounted to EUR512.4 billion at the close of October 2020, the firm says.

Thu | 7 Jan 2021, 14:38

New ETF index provider, Blue Horizon Capital, working with Exchange Traded Concepts, is launching the Blue Horizon BNE ETF, focusing on the new energy economy.

Thu | 7 Jan 2021, 14:38

Since launching active ETFs in the summer, Agility Shares has raised close to USD51 million. The ETFs are managed by USD2.1 billion Toews Asset Management and Dan Kullman (pictured), Director of Education and Training at the firm explains that the majority of the asset raise has been in THY, the firm’s Agility Shares Dynamic Tactical Income ETF, while the smaller asset base has gone into MRSK, the Agility Shares Managed Risk ETF, designed to attempt to lower drawdowns and lessen risk without capping any potential gains.

Global ETF launches 17.12.20-07.01.21

Thu | 7 Jan 2021, 14:38

The pick of the latest ETF launches is Compound Kings from Upholdings, a new provider led by former hedge fund analyst and Everlane CFO Robert Cantwell. Elsewhere, Invesco, Sound Income Strategies and Euclid Investment Advisory all launched actively managed fund, while TrueMark and Pacer ETFs debuted new structured outcome offerings. We also have new index-based funds from Blue Horizon Capital, Lyxor, Distillate Capital and Global, and the first ETF from Swan Global Investments, which pairs the benefits of passive investing in equity index ETFs with actively managed options strategies.