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August 14

Capital Group emphasizes active ETF push in concentrated market, despite passive funds maintaining edge

Capital Group is expanding its active ETF lineup as S&P 500 concentration hits 1960s levels, but Morningstar data show just 40% of active funds beat passive peers through mid-2026.

Mutual fund-to-ETF conversions gain momentum as major asset managers join the wave

August 13

Mutual fund-to-ETF conversions gain momentum as major asset managers join the wave

Goldman Sachs, Nomura and Raymond James are among the managers that have converted legacy mutual funds into new ETFs.

Goldman Sachs acquires NEOS Investments, adding $30 billion in options-based income ETFs

August 12

Goldman Sachs acquires NEOS Investments, adding $30 billion in options-based income ETFs

Goldman Sachs Asset Management is acquiring NEOS Investments, adding $30 billion in options-based income ETFs and vaulting GSAM to the eighth-largest active ETF provider.

Can an ETF really replicate the Yale model? One fund is making the case.

August 12

Can an ETF really replicate the Yale model? One fund is making the case.

Cambria's ENDW ETF returned 22.7% over the past year, topping Harvard's 11.9% and Yale's 11.1%, as founder Meb Faber argues low-cost public securities can replicate the endowment model.

Why ETF investors are leaving money on the table — and how it’s improving

August 11

Why ETF investors are leaving money on the table — and how it’s improving

Investors are getting better at capturing fund returns, but Morningstar says frequent trading still comes at a cost—especially in ETFs, crypto products and leveraged single-stock funds.

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

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.

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