ETFs

Indexed ETFs remain a top tool, but advisors report healthy usage of actively managed ETFs and mutual funds for equities and fixed-income allocations.

Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds. These are among the investment must reads we...

John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking an index at Wells Fargo & Co. in 1971

Tidal has filed for eight new so-called pair trades — which go long and short on two opposing stocks — in the ETF wrapper and under a trademarked “Battleshares” tag.

The figure represents growth of 67% from year-end 2022.

Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey.