Heartbeats and Taxes: Don’t Let Tax Treatments Give You A Heart Attack
While heartbeat trades serve the triple purpose of minimizing tracking error, avoiding block trades, and washing out low-basis...
Will the Real ETF Valuation Metric Please Stand Up?
The time is ripe to standardize NAV calculation requirements.
The Emerging Market Debt Puzzle
My takeaway was previously that EM corporate debt was a diversification play. But is it?
South Africa’s Economy Snaps Out of Recession, But Is It Out of the Woods?
While South Africa's new president has rekindled hopes of an economic renaissance, but the country still faces serious challenges.
Tough Times for New ETF Launches
In the past few years, organic success in the ETF market has become nearly impossible. The gates to opportunity in the ETF...
Investors Celebrate the Legacy of Jack Bogle
Jack Bogle, Vanguard founder and the father of low-cost index investing, championed low cost and simplicity. The finest...
Volatile Equity Markets and the U.S. Government Shutdown Hit the IPO Market
The IPO market was strong in 2018, but market weakness in Q4 dampened activity leading into the new year. On top of that, the 35...
FactSet Experts Offer Their 2019 Predictions
Our experts weigh in on the stories will define 2019.
Insight's Best Read Stories of 2018
A selection of our best performing stories from 2018!
The Revenge of Traditional Investment Research and the Persistence of Financial Anomalies
hether these return patterns reflect reward for bearing risk or whether they are reliable sources of true alpha, they have...
A selection of stories we're thankful for this 2018 holiday!
The Confusing World of ETF Premiums and Discounts
Between NAV synchronization issues, NAV valuation discrepancies, and trade timing mismatches, there are many cases where iNAV and...
The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.
The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.