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ETFs: Top Papers and Conferences

Top Papers and Conferences on Exchange-Traded Funds

Next month, Savvy Investor will be exhibiting at the Inside ETFs conference in London, and we'd love to meet you there. Fund buyers and institutional investors can qualify for a free pass by contacting victoria.wells@informa.com. Anyone else can quote VIP code FKF2254SAVVY for a 20% discount. For more details visit Inside ETFs London.

ETFs are, of course, one of the fastest growing sectors of the investment marketplace, with institutional adoption generating unprecedented volumes. Below we include some of the top ETF content that has been added to Savvy Investor in recent weeks, including commentary on how investment management fees and increasing utility have been driving the growth of ETFs within institutional portfolios. 

etf conference


FEATURED ETF CONFERENCES


Inside ETFs Europe (London) 7-8 Oct 2019

This event gathers Europe’s leading investors, asset managers and fintech leaders to network and learn from top CIOs, fund buyers and ETF practitioners. This year's agenda includes "fund buyer workshops" and a great panel of expert speakers to deliver insight and intellgience on the marketplace for exchange-traded products. Around 200 key decision makers are expected.

Inside ETFs Asia (Hong Kong) 14-16 Oct 2019

This event is co-located with FundForum Asia, the leading Asian event for asset managers. Attendance is free for ETF buyers and asset owners such as pension funds, endowments, foundations, insurance companes and SWFs. The event is expected to attract around 350+ delegates.

Inside ETFs (Hollywood, FL) 26 - 29 Jan 2020

With over 2000 delegates and more than 400 expert speakers, this is the world's leading ETF event. Speakers this year include Robert Shiller, Paul Tudor-Jones and many other revered names from the investment industry. With a fantastic menu of learning choices, the four days of this event provide a great opportunity to network and come away with a new bigger appreciation of the ETFs landscape.


ETF ARTICLES AND PAPERS


Guide to ETFs (BlackRock, 2019)

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

The index investing evolution has spawned a broad range of vehicles and indices for institutional investors to choose from. This report highlights ways that institutions are using ETFs across asset classes to improve portfolio outcomes.

ETFs: Rising on the Indexing Tide (iShares, 2019)

For compliance reasons, this paper is only accessible in the United States

The movement of assets from active management to index strategies has been one of the biggest drivers of ETF demand over the past decade. Morningstar also states that index strategies may overtake active management sometime in 2019.

European ETF market flows in August (Lyxor ETF, Sep 2019)

For compliance reasons, this paper is only accessible in the UK & Europe

This report by Lyxor ETF looks back at the European ETF market flows during the month of August.

Are Passive Funds Really Superior Investments? An Investor Perspective (CFA Institute Research Foundation, 2019)

This CFA Institute Research Foundation study attempts to determine which ETFs capture variation in indices and have the potential to outperform active funds in future periods.

ETF Applications: ETF's Versatility Shines in Volatile Times (iShares, 2019)

For compliance reasons, this paper is only accessible in the United States

Robust inflows from other assets and into ETFs last year may have occurred not in spite of market volatility and drawdowns, but rather because of these factors.

The ETF fee wars rage on, even for complex strategies (FactSet blog, Jul 2019)

The first half of 2019 marked a tiny shift in fund investment trends, with investors showing some willingness to try complex strategies.

ETFs: A Primary Means of Obtaining Fixed Income Exposure (BlackRock, 2019)

For compliance reasons, this paper is only accessible in the United States

Greenwich Associates interviewed 181 institutional investors on the utility of ETFs for portfolio construction purposes, finding that ETFs are now considered as a primary means of obtaining fixed income exposures within institutional portfolios. Liquidity, ease of use, speed of access, and low management fees are some of the top reasons for using bond ETFs.

In Turbulent Times, European Institutions Turn to ETFs (Greenwich Associates European Study, 2019)

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

This year's Greenwich Associates ETF Study reveals rapid growth in ETF investments by institutional asset managers in Europe, as well as discretionary wealth managers and insurance companies. Investors repositioned portfolios in response to volatility in 2018 and continued to shift from active towards passive strategies.

Exchange-traded funds: Clarity amid the clutter (Vanguard, 2019)

Vanguard looks at the roles that ETFs can have, including the provision of liquidity and market information and other ways that they serve as useful tools for institutional investors.

Risk Management Drove Investment Decisions in 2018 (iShares)

For compliance reasons, this paper is only accessible in the United States

In 2018, risk management was top-of-mind for U.S. institutions, and it will continue to drive the investment decision-making process for many investors. In this ETF study, 70% of respondents ranked 'managing risk/return in line with objectives/outcome' as a top priority for the upcoming year.

A Window on Index Liquidity: Volumes Linked to S&P DJI Indices (S&P Dow Jones Indices, 2019)

This paper aims to document the liquidity of S&P Dow Jones Indices, providing perspective on trading and how indices are used by passive and active investors.

Exchange-Traded Funds in General Accounts (Invesco, May 2019)

For compliance reasons, this paper is only accessible in the United States

ETFs are becoming standard investment tools for insurance companies, but for the moment, life insurers and property and casualty companies are employing ETFs in different ways and for different purposes.

ETFs in Insurance General Accounts (S&P Dow Jones Indices, 2019)

This is the fourth annual report covering ETF usage within insurance general accounts. It explores the dynamics of the industry, and the many ways that over 1900 insurance companies utilised ETFs in 2018.

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