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August 7

Tax-aware strategies are attracting capital and scrutiny. How they work.

So-called tax aware or tax alpha offerings are booming, and they come in a variety of different forms, including bespoke ETFs.

3 risks institutional investors need to weigh before adding thematic ETFs to portfolios

August 7

3 risks institutional investors need to weigh before adding thematic ETFs to portfolios

Institutional investors are increasingly embracing thematic ETFs to access long-term trends like AI and infrastructure, but experts warn that mistimed trades and concentrated portfolios can undermine returns.

Meet the corgi-branded upstart flooding the ETF market

August 5

Meet the corgi-branded upstart flooding the ETF market

Corgi Funds, a small upstart out of Silicon Valley, has a goal of launching 1,000 ETFs by the end of 2026. Its sprawling product lineup faces a tough test in an increasingly crowded market.

SEC fines ETF issuer Simplify Asset Management $400K over derivatives rule, compliance violations

August 3

SEC fines ETF issuer Simplify Asset Management $400K over derivatives rule, compliance violations

This marks the SEC's first enforcement action of ETF derivates rule 18f-4.

J.P. Morgan’s ETF chief breaks down why active ETFs are at an ‘inflection point’ with institutions

August 3

J.P. Morgan’s ETF chief breaks down why active ETFs are at an ‘inflection point’ with institutions

As the ETF market continues to gain scale and longer track records, institutions are looking beyond tactical uses and considering active ETFs for core allocations, according to J.P. Morgan's Travis Spence.

Index provider deals track equity ETF market dynamics

July 31

Index provider deals track equity ETF market dynamics

A handful of recent sales have revealed the dynamics of the index business, highlighting the link between benchmark publishers and the products that their selections and calculations support.

Morgan Stanley deepens push into crypto with ethereum, Solana ETFs despite ongoing volatility

July 30

Morgan Stanley deepens push into crypto with ethereum, Solana ETFs despite ongoing volatility

After entering the spot bitcoin ETF market this year, Morgan Stanley is already planning broader crypto offerings, including multi-currency strategies.

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