Features and News

The Active Index Strategist

This column aims to provide a big picture view of the major investable asset classes, with a focus on investment strategies that are implementable with index products.

ETF Report

 Tactical Trading

One strategy out of the nine that currently make up Univest Ltd, Norshield’s flagship fund of hedge funds, is a Tactical Trading model that assesses risk in the US equity market.

ETF Report

 ETFs Shone in 2003, Reflecting Markets

As the equity markets rallied throughout 2003, every US equity-focused ETF ended the year in positive territory.

ETF Report

 iShares Launches First US TIP Fund

Barclays Global Investors launched its iShares Lehman Treasure Inflation Protection Bond Fund (TIP) on the New York Stock Exchange in early December 2003.

ETF Report

 Back by Popular Demand: Dividends

It’s a popular new exchange-traded fund with a catchy nickname to match its ticker symbol, and the new US dividend tax law seems tailor-made for its marketers.

ETF Report

 German Exchanges’ 2003 ETF Volume Increases

Funds listed on XTF (the Deutsche Börse’s electronic trading platform launched in April 2000 for ETF trading and actively managed funds) showed a substantial increase in volume in 2003.

Features and News

Comparing Apples: Sector Indexes Are Not All The Same

Research paper from Dow Jones Indexes highlights differences between its in-house sector benchmarks and the Select Sector Indexes, which are the basis for Sector SPDRs.

Features and News

2003 Year-End Review

Best and worst performing funds in 2003, index returns, and more.