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Best ETFs White Paper 2018

  • ,  Chief Executive |
  • 04 Dec 2018
  • Updated 06 Dec 2018

S&P Dow Jones Indices wins "Best ETFs Paper 2018"

ETFs are increasingly being used by investment managers as tools to effectively manage their portfolio objectives. In equity markets, there is now a proliferation of indices which can be used by managers to express all types of different views and to implement desired exposures. Smart beta ETFs are increasingly being used to manage exposure to selected risk factors.

Even in fixed income markets, ESG use is expanding rapidly. Sometimes, the purpose is to gain passive, core exposure as part of a strategic fixed income allocation. At other times, ETFs are used to make tactical adjustments based on short-term views. Being highly liquid, bond ETFs can sometimes be bought on a tighter spread than that of the underlying basket of cash bonds.

ETFs 2018



ETFs in Insurance General Accounts (S&P Dow Jones Indices)

The authors of this report combine First Bridge classification information with statutory filing data from S&P Global Market Intelligence to gain insight into how insurance companies use ETFs.


Macro-Financial Scenario Analysis for ETF Manager Selection (Morningstar)

Morningstar's macro-financial scenario analysis tool is employed to evaluate the impact of the scenarios on index and sector ETFs.

Index your bonds: 7 myths addressed in fixed income indexing (BlackRock)

For compliance reasons, this paper is only accessible in certain geographies

BlackRock explains that bond market indexing provides an element of standardization and transparency that increases efficiency and allows for more targeted exposures. This paper dispels 7 commonly-held myths about bond indexing and ETFs.

Comparing ETFs and Futures for a Fully Funded Investor (State Street Global Advisors)

For compliance reasons, this paper is only accessible in certain geographies

State Street offers a basic comparison between ETFs and Futures, shining light on their differing characteristics and the potential advantages of ETFs due to their efficiency, structure, and overall costs.

Global ETF Research 2017: Reshaping around the investor (EY)

EY's fifth global study of ETFs discusses developments within the ETF industry and areas where improvements are needed as the industry continues to grow.


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