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Research Type: ETF & Mutual Fund
Exchange ETF Conference Recap
ETF & Mutual Fund, Video
Deep dive into key themes prevalent at ETF Exchange conference...
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Active vs. “Quasi-active” Smart Beta – U.S. ETF Developments to Watch in 2023 #4
ETF & Mutual Fund, Research
For ETF investors, 2022 was a year to forget.
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Politicization of ETFs – U.S. ETF Developments to Watch in 2023: #3
ETF & Mutual Fund, Research
Indexed ETFs and mutual funds nearly double AUM between 2011 and 2021...
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Defined Outcome ETFs – U.S. ETF Developments to Watch in 2023 #2
ETF & Mutual Fund, Research
Defined outcome ETFs uniquely suited the investment zeitgeist of 2022.
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Mutual Fund Conversions – U.S. ETF Developments to Watch in 2023: #1
ETF & Mutual Fund, Research
As ETFs turn 30, mutual fund managers continue to seek ways to capitalize on record flows...
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Single Stock ETFs Launch in the U.S. – Providing Opportunities and Risks
ETF & Mutual Fund, Research
Launch of eight single stock ETFs likely precursor to more coming...
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The SEC Seeks Comments on Regulation of Index Providers
ETF & Mutual Fund, Research
SEC seeks public comment related to advisory exemption for index providers...
Read moreThe SEC’s Proposed Changes to the ‘Names Rule’ to Impact Thematic and Factor Fund
ETF & Mutual Fund, Research
SEC proposes changes aimed at naming and disclosure requirements...
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Metaverse ETFs: A Rapidly Growing Universe
ETF & Mutual Fund, Research
Metaverse themed ETFs gaining steam; could exceed $1 trillion by end of decade...
Read moreGICS Sector Changes Likely to Impact ETF Holdings
ETF & Mutual Fund, Research
S&P and MSCI announced proposed changes to the GICS industry framework.
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