Direct Indexing has exploded in popularity and more financial advisors are incorporating it into client portfolios than ever before. Increased adoption, advances in technology and appreciation for the tax benefits of Direct Indexing will likely continue to accelerate its rapid growth.

Despite liquidity and pricing challenges, the reputation of ETFs emerged stronger than ever. As investors look to the future, existing and emerging trends such as the growth of fixed income and active ETFs are poised to gather strength as investor preferences drive further innovation and adoption among asset managers. In…

Exchange-traded funds (ETFs) have become very popular among both Wall Street and Main Street investors. Combining aspects of mutual funds and conventional stocks, ETFs are typically viewed as low- cost, low-risk investments. But as we experience more increased volatility and uncertainty, what does the future hold for the ETF…

Experts from S&P Dow Jones Indices outline the liquidity available in the Asian session of two Iconic indices, the S&P 500 and Dow Jones Industrial Average.

What exactly does a chief strategist do? Simplify's Chief Strategist and Portfolio Manager, Mike Green dives into his famous anti-XIV trade, why the ETF structure keeps getting more and more appealing, big boy markets, exchanges and the LME, the inflationary pressures of the '70s vs. today, why 'team…

Michael Arone, CFA, and Matthew Bartolini, CFA, discuss investing in a new environment characterised by rising rates, surging inflation, deglobalisation and a war that's drawn in regional and ideological alliances.

Arun Singhal, Qontigo’s Managing Director of Index Product Management, joined Willis Towers Watson's The Podfolio podcast to discuss index investing, and the emergence of smart beta strategies that blur the line between active and passive approaches. The podcast also covers a new index incorporating the Climate…

As sustainability and ethical investing continue to be a driving force across global markets, asset managers are exploring new ways of meeting investor demands. In Australia, active ETF managers are using the dual-access model – allowing them to run a single register for both unlisted and listed investments – to gain greater…

While the shift from active to passive investing continues, some mutual funds are being converted to ETFs. Is this a passing trend or does it herald the demise of mutual funds? Mutual funds and ETFs offer different benefits and operational considerations to the investor. In this podcast, Annie Morris, Head of Product…

This quarter as part of exploring ‘Factors in ETFs’ Tom Idzal sat down with ETF.com to talk about how factor analysis can help investors compare equity ETFs, and how it could be a critical component for ETF issuers looking for differentiation and growth.

There’s no better time than now to sit down with a global finance correspondent, especially with the U.S. unleashing their dollar financial war against Russia. Robin Wigglesworth, a Financial Times journalist, joins the podcast to discuss the current turmoil between Ukraine and Russia and its impacts worldwide, and why there…

How is the ETF sausage made? Who creates the filling? The casing? Who buys it at the store? What other meat is it replacing? This podcast digs into all these tasty morsels and more with this episode’s guest – the ETF expert Dave Nadig, who has spent his career analysing ETFs, their asset managers, and how investors fit them…

This podcasts reviews how to launch a fund, the cost of doing so, and what types of ideas work great or not so great within the ETF structure. Also discussed is the recent mutual fund to ETF conversion flood, active funds, index funds, and predictions on when the first Bitcoin ETF will launch.

In this edition of the State of the Street podcast series, State Street experts explore the use of collective investment trusts (CITs) in defined contribution plans.

At the Janus Henderson Global Media Conference, 'New Investment Paradigm: Uncovering Opportunities and Challenges', their senior leaders and key portfolio managers from around the globe shared their insights and outlooks for their markets. In this session, Nick Cherney, Head of Exchange Traded Products, explains why he…

What could 2020’s liquidity lessons mean for the insurance investment landscape moving forward? S&P DJI’s Tim Brennan joins State Street Global Advisors’ Ben Woloshin, Citadel’s Katie Stiner, and One America’s Brian Matthews for a closer look at this evolving landscape.

Target Date funds and behavioural economics have helped to shape defined contribution (DC) funds.The future of defined contribution retirement savings will always be marked by two key concepts: putting individual investors first when designing plans, and constantly innovating. In these next series of podcasts PGIM will…

The insurance industry is approaching an inflection point. After years of sacrificing credit quality or liquidity for yield, insurers are re-evaluating their investments to address the economic fallout of the COVID-19 crisis. Find out how insurers are using fixed income ETFs, liquid alternatives, and ESG criteria to address…

Josh Brown, author of The Reformed Broker blog and frequent CNBC guest, hosted OSAM CEO Patrick O'Shaughnessy on his podcast, The Compound Show. They discussed the future of indexing, specifically Custom Indexing and Canvas.

S&P Dow Jones Indices hosts a roundtable discussion examining the growth of passive investing in India.