Posts Tagged ‘ETF’

Sponsors of exchange-traded funds, or ETFs, generally have websites loaded with great information. I visit the iShares website regularly. One of my favourite tools is iShares’ Tracking Error Chart.  For any iShares fund, it shows you how well...

I have been a happy ING DIRECT banking and insurance client for more than a dozen years.  A little more than two years ago, they sent me (and presumably all of their clients) a brochure on their then-new Streetwise Funds® which extolled the...

In a recent blog post, I warned that advisors may face investment, competitive and/or compliance challenges when using ETFs in a fee-based account for clients.  In the May 2010 issue of Investment Executive, I took the opposite side of the issue...

There may be a trend afoot in the industry whereby mutual fund companies launch funds housing exchange-traded funds (ETFs).  The first I can recall is the now-defunct Spectrum Tactonics fund (which used technical analysis to trade ETFs) launched...

In the April 2010 Investment Executive, I touch on some of the challenges that advisors face in transitioning to an index-oriented fee-based business model.  Keep an eye out for my follow-up in the May issue, in which I will outline where advisors...

In a recent Globe & Mail article, I recommended two mutual funds focused on generating regular income. In the March issue of Investment Executive, I opine that the ETF industry is following in the footsteps of the larger and older mutual fund...

ETFs are a hot topic these days.  As Mark and I highlighted in this post, active ETFs could be a game-changer for the investment fund industry.  In this March 20 Financial Post article, I spoke about the good and bad of active ETFs and the threat...