ETFs

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

Morningstar took a look at recent thematic fund performance in the U.S. and globally.

BlackRock’s ETF head told CNBC that 13F filings have revealed that 80% of investors in spot bitcoin ETFs are direct investors and 75% have never previously owned its ETFs. J.P. Morgan Asset Management has split its alternative investment business...

The agency said the investment manager failed to adhere to its own investment criteria on three ESG-marketed ETFs that WisdomTree shuttered earlier this year.

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.

Alternative asset managers want to bring their products to defined contribution plans by using collective investment trusts and interval funds, reports The DI Wire. BlackRock launches a new tech feature for real-time monitoring of private markets...

BlackRock has pulled in $360 billion of total net inflows so far this year, surpassing the full-year net flows of 2022 and 2023.

Gina M. Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.