Research

As the AUM pendulum swings away from Mutual Funds and in favor of ETFs, issuers find themselves reconsidering strategy in order to capture future investors. But not all conversions are guaranteed success. What key criteria should be considered? Read on to find out.
Confidence in active management is growing. Allocators are shifting focus to actively managed ETFs, with allocations on the rise. Discover why active management is making waves, particularly in ETFs, and what this means for the future of ETF investing.
From foreign markets to derivatives, discover the challenges and solutions in achieving optimal tax outcomes with the ETF wrapper.
There are many ways to launch an ETF. One of the recurring themes we see among new ETF issuers is a misconception around Advisor vs. Sub-Advisor, and the apparent myth of control.