ETF Report

 Addison’s Actively Managed ETF Account Program

Addison Capital Management LLC has stayed in business quietly for 20 years, managing what is currently about $300 million of US and foreign clients’ assets with an eye toward consistent, low risk, tax efficient returns using a value-oriented equity strategy.

ETF Report

 Canada’s First with a Fixed Income ETF—Sort of

“ The SEC will approve fixed income ETFs well before active ETFs”

ETF Report

 The Back Office: Three US Banks Dominate Custodial Services

One of the more easily overlooked components of exchange-traded fund production is the back office operation.

Journal Of Indexes

Funds To Indexers

ETF Report

 Indexing Gets Real

The announcement by Morgan Stanley Capital International in December that the firm will implement a transitional program to free-float weight its indices means MSGI will join the ranks of other major index providers, including Standard & Poor’s and Dow Jones, which have already made this change.

ETF Report

 ETFs: Transforming European Regulatory Structures

Six months ago, STOXX, in conjunction with Merrill Lynch and the Deutsche Börse, launched Europe’s first ETF.

ETF Report

 Fine-tuning regional indices

While many exchanges have existing indices upon which they can base an ETF, some are seeking out the services of specialist index providers to help them fine-tune their products.

ETF Report

 NSCC Moves to Enhance ETF Capabilities

The National Securities Clearing Corp Index Share Service is a pioneer in providing services to enable effective and timely processing of exchange traded funds.