ETFs

The Tema Endowment ETF is set to put about 50% of its holdings toward equities or derivatives, 30% to fixed income and 20% to “other securities,” potentially including allocations to private funds, interval funds or business-development companies.

The pilot program was open to a total of two million individual investors in five equity index funds that have combined assets under management of more than $100 billion.

The updated framework introduces a new method that Morningstar says is more precise in assessing how much alpha a managed investment can add. Nearly one-fifth of the 200,000 funds the firm rates will be affected, mostly as downgrades.

Morningstar’s latest U.S. Active/Passive Barometer compared active and passive fund performance over the year ending in June.

The Global X U.S. Infrastructure Development ETF (PAVE) has overtaken Cathie Wood’s ARK Innovation ETF (ARKK) as the biggest thematic fund.

One obstacle retail investors face is a lack of appropriate recommendations from their financial advisors, according to the FTSE Russell Wealth Survey.

Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. Are covered call ETFs a good investment, asks barchart? These are among the investment must reads we found...

The Research Affiliates Deletions ETF will look to buy companies that were recently deleted from major indexes.

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

There's a culture shift unfolding in the $10 trillion U.S. ETF market.