ETFs Report 2014

Dark cloudsDemand for fixed income ETFs is high but there may be significant product gaps in the market, finds Nick Fitzpatrick. Investors need these filling as the possibility of interest rate changes looms.

ChinaChinese state-owned companies are now encouraged to pay out at least a third of their profits in dividends, something that has caught the imagination of exchange-traded fund investors. Stefanie Eschenbacher explores the market.

Gareth ParkerGareth Parker of Russell Indexes discusses small cap indices, the importance of index construction for investors and the limitations of the S&P 500.

ETF providers have done well to provide investors with building blocks for equity portfolios. There is now a need for more fixed income development, our ETF panel hears. Currency hedging woud also be useful. The panel also considers how regulatory changes, like the UK’s RDR, is helping the ETF market. Chaired by Nick Fitzpatrick.

Chanchal SamadderThe JPX Nikkei 400, the new Japanese index launched at the beginning of this year, has been a talking point across the world. Chanchal Samadder, head of UK sales, Lyxor ETF, discusses how it could fundamentally change the way investors allocate to Japanese equities.

DigitsThere are clear benefits of trade reporting for European ETFs and all the major market players have expressed their support. Why then, asks Nicholas Pratt, is the market nowhere close to having such a facility?

PathAs the ETF market in Europe grapples with the challenges of market structure, transparency and regulation, Fiona Moore at Northern Trust explains the role that service providers can play in advising clients of the latest developments and their impact.

UmbrellasThe ETF market is a competitive enviroment dominated by some big players, but other providers are determined to go their own way. Alix Robertson asks how these firms aim to set themselves apart in the low-cost ETF arena.

Sponsored articles

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.