Investments

ETF Upside

The ETF Betting on Women-Led Companies

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Hypatia Capital’s Patricia Lizarraga said her firm’s ETF is one-of-a-kind, but it has struggled to get on major platforms.

4 min read

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Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read
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Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read
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Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

2 min read

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

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A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

2 min read

Advisor Upside

RIAs Warm Up to ETFs Not Labeled Vanguard, BlackRock or State Street

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New issuers are gaining market share among RIAs, who are looking for niche funds to diversify their holdings.

2 min read

Advisor Upside

The SEC’s Bizarre Letter to State Street About PRIV

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The agency asked pointed questions about the new exchange-traded fund just hours after its launch last week.

2 min read

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