Morningstar
Behavioural analytics: data trend has asset managers looking inwards
Vanguard and others are building tools that “nudge” investors to make better investment decisions
Use of proxy data in green asset ratios hangs in the balance
EU proposals to exclude non-EU firms from numerator may reduce ratio’s effectiveness
Green figures: EU funds search for sustainable taxonomy data
Fund managers must report compliance with taxonomy before many investee companies
Hong Kong ETFs spotlighted amid growing A-share interest
Hong Kong’s exchange-traded fund market takes centre stage in international investors’ foray into Chinese markets, experts say. By Hong Kong Exchanges and Clearing (HKEX)
Pensions and insurers give new impetus to Asia’s ETFs
Cost-conscious institutional investors are embracing exchange-traded funds (ETFs) to lower transaction fees and achieve higher returns. Hong Kong Exchanges and Clearing (HKEX) explores the theme of yield‑chasing among insurers in Asia’s expanding ETF…
Fears persist about forced unwind from ‘implicit’ short vol funds
February sell-off could presage a bigger slide if correlations change, buy-siders say
Is there still life in the low-vol bet?
Quant analysts disagree on rate sensitivity of $150 billion strategy
Smart beta evolves
Commanding the ground between active and passive strategies, smart beta looks set for expansion
Buy side targets leverage cap in SEC derivatives plans
AQR says its managed futures fund could suffer larger drawdowns under new rule
ETF providers take on pension and sovereign wealth challenge
Pension and sovereign wealth funds develop a taste for low-cost ETFs
European stocks primed for protection and leverage
Smarter strategies for European exposure
Senior FCA official sees cause for concern in RDR implementation
A senior official at the UK Financial Conduct Authority said the regulator sees shortcomings in the way some market participants have responded to the Retail Distribution Review
BNP Paribas deploys Morningstar indexes for structured notes
BNP Paribas and Morningstar partner for index-linked notes
Synthetic ETF providers praised for counterparty risk efforts, but multiple model needs work
A Morningstar report says synthetic exchange-traded funds have made welcome strides in tackling counterparty risk, but transparency is still lacking in multiple counterparty ETFs
The ETN that grew too fast
The ETN that grew too fast
CME offers CBOT shareholders “best and final offer”
The Chicago Mercantile Exchange (CME) has upped its bid for cross-town competitor the Chicago Board of Trade (CBOT) for the third and “final” time, ahead of a shareholder vote on July 9.