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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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Irish Privacy Ruling Portends Dark DMA Clouds
Policy & Legal, Research
Ominous and aggressive posture taken by EU as initial steps of the Digital Market Acts commence this year...
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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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Equity Market Structure Reform – Process and Hurdles
Policy & Legal, Research
SEC proposed equity market structure reforms would have big implications for brokers...
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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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Uber Techs Inc. (UBER) Lyft, Inc. (LYFT) DoorDash, Inc. (DASH) Takeaways from Prop 22 Court of Appeal Hearing
Policy & Legal, Research
Takeaways from Prop 22 Court of Appeal Hearing
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Yearning for Yield: Utilities Sector Dividend Strategies in the Current Interest Rate Environment
Fundamental, Research
Income investors wonder where to turn in rising-rate, high-volatility market...
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Activision Blizzard Inc. (ATVI) Updated Views After FTC Lawsuit to Block
Policy & Legal, Research
FTC lawsuit, regulatory review of Microsoft acquisition, legal and policy changes to mobile gaming.
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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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