CIO Upside

Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.

Investing Strategies

Defiance to Launch 3 Volatility ETFs

Photo via Connor Lin / The Daily Upside

Anxious investors are looking for potential hedges during all the economic uncertainty and issuers are going to deliver.

1 min read
Industry News

Simplify Simplifies its ETF Lineup

Photo via Connor Lin / The Daily Upside

ETF issuer Simplify is cutting six funds, part of a trend driven by a rise in ETF launches across the industry.

2 min read
Thematics & Sectors

ETF Shop Bets on Allure of Warren Buffett’s Berkshire

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The VistaShares Target 15 Berkshire Select Income ETF has attracted assets quickly, reflecting interest in the company that it focuses on, which has…

2 min read
Investing Strategies

Are ‘Black Swan’ ETFs Worth a Gander?

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The funds, also known as tail risk ETFs, are designed to do well when the market drops but underperform in the long run.

2 min read
Investing Strategies

Amplify ETFs CEO Christian Magoon on the Past 2 Decades of ETFs

Photo via Skylar Ogren

Last week, Amplify launched two Bitcoin funds that seek to deliver monthly income through weekly call options.

2 min read
Thematics & Sectors

Why Flows Into State Street’s Public-Private ETF Are Drying Up

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The launch of PRIV was called a watershed moment in February, but has garnered little interest from investors since.

2 min read
Industry News

Active ETFs to Reach $11T by 2035, Deloitte Says

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Low costs, a flight from active mutual funds, and tax efficiency have boosted assets in US-listed active ETFs.

2 min read
Thematics & Sectors

ProShares Wants in on XRP Futures

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Spot ETFs are a sign that a cryptocurrency is earning a place in traditional investing. Futures are a start.

1 min read
Industry News

SEC’s Going on the Atkins Diet

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Expect less attention on Wall Street firms and more on greenlighting alt products with Chairman Paul Atkins leading the agency, experts said.

2 min read
Regulation & Legislation

The Not-So-Transparent Fees Hiding in the ETF Market

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Not required to be disclosed, index licensing fees create a thin layer of fog over the transparent investment products.

2 min read
Industry News

ETF Launches Reach Record Quantity. Quality? Not So Much

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There’s a glut of new ETFs, but they may not be a great fit for most investors.

2 min read
Industry News

Earth to Advisors: Vanguard Expands Model Lineup

Photo via Connor Lin / The Daily Upside

Think you’re too cool for model portfolio school? Many advisors are responding by channeling Ben Stiller’s Zoolander: “You aren’t.”

2 min read
Industry News

Lazard Hires Former US Rep. as Senior Advisor

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Patrick McHenry joins the firm after 20 years in Congress, the last two of which he served as the chair to the House Financial Services Committee.

2 min read
Investing Strategies

Flocking to Faith-Based ETFs

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A couple of the latest ETFs on the market are from an Anabaptist asset manager. Surveys from faith-based firms show that religious clients want to hear…

2 min read
Investing Strategies

New BlackRock ETF Takes Bite Out of S&P 500 Weightings

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An iShares ETF caps individual holdings at 3%; it isn’t the first to skew allocations away from the largest companies.

2 min read
Investing Strategies

Where Do You Turn When Stocks and Bonds are Hurting?

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With volatility rising, advisors are scrambling to find both protection and returns, but answers are scarce.

2 min read
Investing Strategies

Capital Group, Dimensional Top Active ETF Inflows Amid Volatility

Photo via Connor Lin / The Daily Upside

While passive US large-cap ETF flows overshadowed those of their active counterparts, sales for the latter are still growing quickly.

2 min read
Thematics & Sectors

New Bitcoin ETFs Unveil Protection and Income Strategies

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Calamos, Grayscale, and several others are adapting hot-selling ETF categories to bitcoin amid volatility.

2 min read
Investing Strategies

Direct Indexing’s Not Exactly an ‘ETF Killer’

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The strategy opened up new personalized indexes to investors, but it still remains a niche service, according to new research.

2 min read
Thematics & Sectors

Gold ETF Inflows Top $8.6B in March

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With equity markets rattled by the latest US tariff policies, investors are flocking to the precious metal for safety.

1 min read

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Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.