BlueStar Indexes and the Related ETFs – ITEQ and IZRL

BlueStar is worth to take a note on because the founder and CEO is Steven Schoenfeld, who was the author of Active Index Investing (Wiley Finance, 2004), co-author of The Pacific-Rim Futures and Options Markets (McGraw-Hill, 1992), and co-founder of ETF.com. He is a legendary pioneer in index investment community. BlueStar currently produces six indexes … Continue reading BlueStar Indexes and the Related ETFs – ITEQ and IZRL

Approach to Three Types of Theme Index Creation

Creating thematic index/ETFs is itself a big theme now. Many firms are launching or planning to launch such products fearing if they are left behind, the early players will seize the large portion of the market share. Working shoulder by shoulder with the largest firms to tackle these, we face two challenges: one is the … Continue reading Approach to Three Types of Theme Index Creation

“Electric Vehecle” Themed Index Creation and Existing ETFs – CARZ, EKAR, DRIV, and XKST

When it comes to creating an "electric vehicle" themed fund, the first question we ask is "is there any existing one in the market and how is it/are they doing?", then we can compare our approach and performance to existing ones to gauge if ours has a competitive edge. CARZ, EKAR, XKST, DRIV, KARS are … Continue reading “Electric Vehecle” Themed Index Creation and Existing ETFs – CARZ, EKAR, DRIV, and XKST

Wireless Charging / Inductive Charging and Identify Investment Opportunities via its Supply Chain

Since I was a high school student, I have been awed to learn Faraday's law of electromagnetic induction. He made the discovery in 1831, which is illustrated with the below graph that movement of the magnet can induce current. This great discovery leads to the invention of AC generator when Nicola Tesla realized his dream of Niagra … Continue reading Wireless Charging / Inductive Charging and Identify Investment Opportunities via its Supply Chain

Self Indexing, Direct Indexing, and Motif

With the rapid growth of passive investment, indexes, usually serving as the underlying benchmark for the creation of such funds, are gaining more attention and traction too. The indexing space is dominated primarily by three companies in the U.S. - MSCI, S&P and FTSE Russell. There are two salient issues with these dominant players. First, … Continue reading Self Indexing, Direct Indexing, and Motif