ETF Express Newsletter

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NEWSLETTER | 24 Jul 2020

Morningstar’s report on smart beta, reviewed this week, reveals that smart beta has dropped from favour across the board, with Director of Global ETF Research, Ben Johnson describing the strategy’s returns as ‘lacklustre’ during the market downturn in the first quarter of the year.

The same cannot be said for ESG, a strategy and filter easily applied through ETFs, and popular the world over at the moment. Sage Advisory’s Bob Smith has commented on his latest survey of ETF providers and their approach to ESG, attempting to sort the observant from the not very…the winner, with the highest ESG standards, was a small publicly listed ETF so size does not matter in the ETF stakes.

This week we also took a deep dive into BNY Mellon IM’s multi-factor high yield ETF with Paul Benson explaining the strategy that lies behind BKHY.

Readers, I call on you to vote in the ETF US Awards, with pre-selected nominations from Bloomberg. The firm with the most votes wins – simples, as they say in ad land. The link is here…

And if I may have a little more of your time, do peruse the agenda and speaker list for our October event, etfLIVE North America digital summit, which is well under way. Professional investors can attend for free. Please follow this link to find out more…

Beverly Chandler
Managing Editor, ETF Express

Companies in this issue
Alerian
American Century Investments
Amundi
BNY Mellon IM
Chimera Capital
Franklin Templeton
Invesco
Lyxor
Morningstar
Refinitiv
Sage Advisory
Xtrackers

ICE ETF Hub launches custom basket negotiation technology

Thu | 23 Jul 2020, 12:06

Intercontinental Exchange's ICE ETF Hub has launched new automated functionality for exchange traded fund (ETF) primary market participants to assemble custom basket proposals.

Thu | 23 Jul 2020, 12:06

DWS has completed the transition of Ireland-domiciled Xtrackers ETFs to the International Central Securities Depository (ICSD) global settlement system.

Thu | 23 Jul 2020, 12:06

BNY Mellon Investment Management’s high yield beta strategy emerged in ETF form with its recent first launches of its first in-house ETFs.

Thu | 23 Jul 2020, 12:06

US-based independent institutional asset manager, Sage Advisory Services, with over USD14 billion in assets under management, has just published its third annual survey of ETF providers, examining how well they perform their fiduciary duty on behalf of ETF investors.

Thu | 23 Jul 2020, 12:06

Morningstar’s Director of Global ETF Research, Ben Johnson has commented on his team’s latest report, “A Global Guide to Strategic-Beta Exchange-Traded Products,” which found that as of 12/31/19, there were 1,422 strategic-beta ETPs worldwide, with collective assets under management of approximately USD1.09 trillion.

Thu | 23 Jul 2020, 12:06

Refinitive Lipper’s ETF figures show that the promoters of ETFs in Europe experienced net inflows of EUR17.4 billion over the first half of 2020.

Thu | 23 Jul 2020, 12:06

Vincent Denoiseux, Head of ETF Research and Solutions at Lyxor, has commented on ETF flows over June, reporting that it was another strong month for fixed income and ESG.

Global ETF launches 16-23.07.20

Thu | 23 Jul 2020, 12:06

No sign of a summer lull in ETF launches as yet with a raft of new funds on offer this week. Alerian made its UCITS ETF debut via the HANetf platform, while American Century Investments, Lyxor and Amundi all launched new ESG/sustainable investment funds. Elsewhere, Invesco debuted a currency gold ETC on Xetra, while Amundi added to its low-cost Prime ETF range, Chimera Capital launched a new fund tracking a Shariah-compliant S&P index, and Franklin Templeton listed a new ultra short bond ETF.

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