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ETFs

ETF Fee Compression: A Snapshot
So far in 2018, as in 2017 and 2016, investors have been rewarding asset managers who offer rock-bottom costs, and punishing... Read More
Elisabeth Kashner
on Jul 19, 2018
The Heartbeat of ETF Tax Efficiency: Leaving Cash on the Trading Floor
Tax efficiency plus low fees make ETFs attractive investment vehicles. Read More
Elisabeth Kashner
on Jun 14, 2018
Shopping Across ETF Legal Structures
Tracking difference, calculated properly using total return NAVs and index levels, allows investors to make apples-to-apples... Read More
Elisabeth Kashner
on May 17, 2018
The Heartbeat of ETF Tax Efficiency Part Three: Trade Forensics
We deep dive into the forensic evidence of the returns rebalance slippage, generating a market impact estimate for a... Read More
Elisabeth Kashner
on Apr 5, 2018
The Heartbeat of ETF Tax Efficiency Part Two: Knowing the Players
How ETFs’ tax efficiency comes from the ability to trim positions via in-kind redemptions. Read More
Elisabeth Kashner
on Mar 22, 2018
Registered Investment Advisors Drive Shifts in ETF Platforms
RIAs possess great influence on ETF distribution since they select the ETFs and the platform to use in building client... Read More
Lois Gregson
on Mar 1, 2018
In 2017 U.S.-Based Investors Divorced Actives, Embraced Passives
In addition, many funds that lost market share nonetheless enjoyed positive flows. Read More
Elisabeth Kashner
on Jan 16, 2018
The Heartbeat of ETF Tax Efficiency
If you are looking for effective tax management in an ETF, look at the flows chart. Read More
Elisabeth Kashner
on Dec 18, 2017
ETFs Offer Magic for the Holidays: Freedom from Pass-Through Capital Gains Taxes
ETFs often pass through zero capital gains to their holders. That’s a fantastic holiday gift. Read More
Elisabeth Kashner
on Dec 11, 2017
Fund Flows: The ETF Price War Heats Up
It's getting harder for issuers to make a buck, particularly in the vanilla space. Read More
Elisabeth Kashner
on Nov 13, 2017
ETF Due Diligence: Chasing Quality, Not Performance
Performance chasing often ends badly, because few funds can outperform quarter after quarter, year after year. Read More
Elisabeth Kashner
on Nov 2, 2017
A Look at SSGA's ETF Revamp
ETF costs do not end with the expense ratio, even for ETFs with high asset bases, decent trading volumes, and broad, vanilla... Read More
Elisabeth Kashner
on Oct 25, 2017

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