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Indexes

S-Network launches ESG based IndexAmericas

Tue, 18/04/2017 - 09:08

In their latest collaboration with the Inter-American Development Bank (IDB), S-Network Global Indexes, a firm that supports socially responsible investment publishing best-practice benchmark indexes in collaboration with Thomson Reuters, has created the IDB-IIC Latin America Corporate Sustainability Index (IndexAmericas). »

S&P Dow Jones Indices to join the next series of ETF Forum roadshows

Tue, 14/03/2017 - 13:58

The ETF Forum, the independent partnership of  ETP providers created in 2016, has announced that S&P Dow Jones Indices (S&P DJI) will join the next series of adviser roadshows, which kicks off on 6 June. »

Henning Kahre, Solactive

Solactive launches Solactive Digital Economy Index

Tue, 14/03/2017 - 12:37

In an era where technology is disrupting traditional ways of conducting business, Solactive and Belfius are bringing to market a smart beta strategy allowing investors to gain exposure to the digitalisation trend affecting world economies and societies. »

Ranye Lu, Elston Consulting

Commerzbank launches Liquid Alt certificate tracking Elston index

Fri, 03/03/2017 - 10:04

ETF specialist Elston Consulting has licensed its Elston Strategic Beta Global Minimum Volatility index (ESBGMV) to Commerzbank for the creation of an investable certificate that tracks the index. »

Hazel McNeilage, Northern Trust Asset Management

Northern Trust Asset Management and GRESB launch sustainable real estate index and fund

Tue, 31/01/2017 - 09:31

Northern Trust Asset Management, collaborating with GRESB, the global sustainability benchmark for real assets, has launched a sustainable real estate index. »

Klaus Schinkel, Edison Investment Research

Edison to participate in the Deutsche Börse’s new SME segment

Tue, 24/01/2017 - 13:13

Edison Investment Research has been selected to be a global research provider of non-rated equity research in Deutsche Börse’s new small and medium-sized enterprise (SME) segment. »

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

MSCI executive director Steve Kowal, (pictured), has been working in the wealth sector for his entire career but has spent the last three years with MSCI, most of which has been taken up by overseeing the switch of the Wealth Management Association (WMA) Private Investor Index series from FTSE to MSCI. »

Kring Progress to use STOXX indices

Tue, 03/01/2017 - 13:28

STOXX, the operator of Deutsche Boerse Group’s index business, has announced that the newly launched STOXX Europe Industry Neutral ESG and STOXX North America Industry Neutral ESG 150 indices have been licensed to Stichting Algemeen Pensioenfonds Unilever Nederland – Kring ‘Progress’ to be used as benchmarks. »

CSOP licenses S&P’s New China Sectors for ETFs

Fri, 09/12/2016 - 12:00

Index provider S&P Dow Jones Indices (S&P DJI) launched the S&P New China Sectors Index on April 13, 2016 and that index has now been licensed to CSOP Asset Management for ETFs. »

Dan Draper, Invesco PowerShares

Factor ETFs help build better outcomes

Wed, 23/11/2016 - 11:11

Dan Draper (pictured), Global Head of PowerShares by Invesco, describes factors as the building blocks of portfolios – the DNA of a portfolio's return stream.  »

François Millet, Lyxor Asset Management

A year of take-off for smart beta

Wed, 23/11/2016 - 11:05

Francois Millet (pictured), head of ETF and index product development at Lyxor says that 2016 has been the year of true take-off for smart beta in the ETF space. Millet reports that end of September saw EUR25 billion in assets in smart beta ETFs for Lyxor in Europe, with some EUR6.5 billion in flows. »

Howei Li, ETF Securities

Robot theme captures investors’ appetite

Wed, 23/11/2016 - 11:01

Almost a decade since the 2008 crisis and following an extended period of low interest rates, investors are actively looking for new ways to create wealth. Alternative sources of return such as via thematic investing, have the potential to unlock these new pockets of opportunity.  »

Beverley Chandler, etfexpress

Factoring in a smart approach

Wed, 23/11/2016 - 10:53

Smart beta indexes and the ETFs based upon them have seen huge growth over recent years. Their ability to sit midway between active and passive investment management has endeared them to an audience of investors who have been floundering in a low interest rate and expensive equity environment. »

QBI offers new model for art market analytics

Mon, 21/11/2016 - 13:52

Quality Benchmark Information (QBI) is putting the power of creating global and regional art market indexes in the hands of the user, with the launch of an index database platform offering fully customisable index reports.  »

OFF3R launches index for alt investment market

Tue, 15/11/2016 - 09:44

OFF3R, the marketplace for alternative investments, has launched an independent index outlining month-on-month performances of equity crowdfunding and peer-to-peer (P2P) lending platforms over the last year. »

Blue-collar finance lies behind smart beta indexes

Mon, 07/11/2016 - 15:36

Richard Phillips (pictured) is Co-Founder, Senior Index Analyst, and Head of Index Operations at S-Network Global Indexes. He describes his firm as:  “Blue collar finance, not white collar fancy suits and Maserati finance. We work in the mill and produce a good product.”  »

Marc Denogent, HFR

HFR to launch HFRI-I futures contract

Mon, 31/10/2016 - 17:25

Hedge fund data provider HFR is at an advanced stage of working with one of the large global derivatives exchanges to develop a new investment product, the HFRI-I futures contract, a contract based on the HFRI-I Fund Weighted Composite Investable Index.  The firm writes that once launched, this will be an industry first.  »

Hillary Clinton

ETX Capital launches US Election News Sentiment Index

Thu, 20/10/2016 - 10:08

ETX Capital has launched the US Election News Sentiment Index, a tool that displays the quantity and tonality of media coverage towards the presidential elections. »

S-Network launches suite of benchmark indexes

Wed, 12/10/2016 - 15:46

S-Network Global Indexes has launched a new suite of nearly 70 benchmark indexes. The suite includes equity benchmarks covering US, Europe, Pacific, Developed, and Emerging Market regions, complete with sector sub-indexes.  »

The difficulty in judging smart beta

Fri, 23/09/2016 - 12:00

Craig Lazzara, Global Head of Index Investment Strategy for S&P Dow Jones Indices writes that it is difficult for investors to judge smart beta, as it takes subtlety to evaluate a smart beta strategy against the claims that its vendor make. »

TMB selects FTSE Thailand Mid/Small Cap Minimum Variance Index

TMB selects FTSE Thailand Mid/Small Cap Minimum Variance Index

Wed, 21/09/2016 - 10:10

TMB Asset Management, one of Thailand’s largest fund houses, has chosen the FTSE Thailand Mid/Small Cap Minimum Variance Index for its first index fund tracking Thailand’s mid and small cap companies.   »

Solactive launches European Quality Market Neutral Index

Solactive launches European Quality Market Neutral Index

Wed, 14/09/2016 - 13:31

Solactive has launched the Solactive European Quality Market Neutral Index, which has been licensed to Natixis as an underlying for structured products. »

SGX and S&P partner up

SGX and S&P partner up

Tue, 13/09/2016 - 14:15

Singapore Exchange’s (SGX) SGX Index Edge is to use S&P Global Markets Intelligence’s Alpha Factor Library to develop new quantitative index models and smart beta indices across Asia Pacific. »

Solactive launches Global Ethical Low Volatility AR EUR Index

Solactive launches Global Ethical Low Volatility AR EUR Index

Tue, 06/09/2016 - 14:12

Solactive has launched the Solactive Global Ethical Low Volatility AR EUR Index, which tracks the performance of companies that display strong environmental, social and governance (ESG) standards and low volatility characteristics. »

WMA and MSCI to offer five multi-asset class indices

Thu, 01/09/2016 - 08:09

The Wealth Management Association has joined with MSCI to provide the Private Investor Index Series2, a series of flexible multi-asset class indices that will, the association says, be augmented and enhanced over time depending on the changing needs of the private client sector.  »

Active Investment Advisors changes name to Active Index Advisors

Tue, 30/08/2016 - 09:14

Active Investment Advisors, a division of Natixis Global Asset Management, has changed its name to Active Index Advisors to better reflect its commitment to combining the benefits of both active management and index management. »

Calvert Investments launches Global Energy Research Index

Calvert Investments launches Global Energy Research Index

Tue, 09/08/2016 - 07:07

Calvert Investments has launched the Calvert Energy Research Index, the seventh addition to the firm’s growing suite of responsible indexes and its second research index. »

Henning Kahre

Solactive launches UK domestic index

Thu, 21/07/2016 - 12:09

Solactive AG has launched the Solactive UK Domestic Index, which tracks UK listed companies whose revenues are primarily generated within the UK. The index targets investors who are interested in the UK domestic market.  »

Fidelity lowers expenses on 27 index mutual funds and ETFs

Fidelity lowers expenses on 27 index mutual funds and ETFs

Wed, 29/06/2016 - 09:31

Fidelity Investments is to reduce total expenses on 27 of its equity and bond index mutual funds and exchange traded funds (ETFs), effective 1 July. »

Volatility good for banks and traders says SVM

Fri, 24/06/2016 - 08:37

Colin McLean, managing director, SVM Asset Management says that the challenge for the UK is to move to being a good neighbour with the EU rather than a reluctant tenant. »

features

In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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