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
ETF
Protected: Two More Indexes Just Launched Themed “Artificial Intelligence”
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“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
Shipping Index Rationale and an Existing ETF (Guggenheim Shipping ETF – SEA)
Transportation has been revolutionalized since the invention of containers and shipping them in gigantic vessels. It is estimated 90% of the cargos transportations are via ocean nowadays. Globalization is taking place and will keep expanding at a rapid speed. I anticipate more and more transactions are across the board and thanks to big platform companies such … Continue reading Shipping Index Rationale and an Existing ETF (Guggenheim Shipping ETF – SEA)
Alerian MLP ETF(AMLP) and First Trust Natural Gas ETF(FCG)
Both Alerian MLP ETF(AMLP) and First Trust Natural Gas ETF(FCG) have had their glorious heights. AMLP still claim $8.82 Billion Asset under Management (AuM) whereas FCG's AuM has since dropped from a near $1 Billion to now $151.8 Million as of today (March 31, 2018). It is not surprising to understand FCG's demise since it's peak … Continue reading Alerian MLP ETF(AMLP) and First Trust Natural Gas ETF(FCG)
How Institutions Adopt Indexed Products
There is a fresh-baked article just out on ETF.com, talking about a survey conducted by the Keefe, Bruyette & Woods regarding the institutional use of ETFs. The key insight from this written-up struck not only the readers but the surveys surprising - ETF adoption remains low even the market is flooded with the ETF buzz … Continue reading How Institutions Adopt Indexed Products
AdvisorShares Meidell Tactical Advantage ETF(MATH) – A Closing ETF
A good friend prompted me to look into this fund - AdvisorShares Meidell Tactical Advantage ETF(MATH), and I was surprised to see it is set to be closed in three days - March 29, 2018. It is commonly understandable and acceptable that ETFs, similar to stocks in the sense of highly regulated by the SEC to … Continue reading AdvisorShares Meidell Tactical Advantage ETF(MATH) – A Closing ETF
Intricacies in Running an ETF
There are three intricacies in running an ETF that I come up with: coping with the cash or cash-like instrument; usage of global futures and security lending; and dealing with corporate actions. Cash exists because of redemption needs, fees, and expenses. Some stock components dispense dividends regularly, accounting for cash in portfolios too. In calculating index returns, … Continue reading Intricacies in Running an ETF
ETF Providers
The market is fraught with ETFs now - there are over 7000 ETFs in the US market alone. The trend is ongoing that more and more capitals are moving from traditional mutual funds to passively managed funds represented by ETFs, we can anticipate this space keeps growing up exponentially. So who are the providers of … Continue reading ETF Providers
ETN vs. ETF
Exchange-traded note(ETN) is a senior, unsecured, unsubordinated debt security issued by an underwriting bank. It is part of structured notes family. By the way, a structured note is an over the counter derivative with hybrid security features which combine payoffs from multiple ordinary securities, typically a stock or bond plus a derivative. A famous exemplary of … Continue reading ETN vs. ETF
Naixian Zhang 