ETF Diversification vs. Concentration: Finding the Right Balance
While diversification offers stability, concentration offers the potential for much higher returns, albeit at the cost of increased volatility. Let’s dive into how these two concepts play out in the ETF landscape.
Unlocking ETFs With Derivatives
In 2023, the derivatives-based ETF market accounted for $46 billion out of the $349 billion in active AUM. Fast forward to January 12th, 2025, and that figure has skyrocketed to $168 billion, representing approximately 18% of the $900 billion in active AUM. Read on to know more:
Top 3 Things to Consider in a 351 Conversion
A 351 conversion—the process of transferring appreciated assets into an Exchange-Traded Fund (ETF) without necessarily triggering immediate recognition of taxable gains if all relevant IRS conditions are met—is a compelling strategy for tax efficiency and portfolio modernization. Read on to know more:
A Record Breaking Year for the ETF Industry in 2024
The year 2024 has been nothing short of extraordinary, particularly for the Exchange-Traded Fund (ETF) industry. This year has shattered records across the board, from new listings to net inflows and total assets under management. Read on to know more: