ETF Report

 The art of arbitrage

When the Spider was launched, its success and appeal derived in part from its ability to be arbitraged. The arbitrage mechanism, attending ETFs in general, was designed into that original product in 1993, and attracted the attention of the Securities and Exchange Commission.

Journal Of Indexes

Diversifying Via Sectors

New Sector Indexes Offer Some Advantages

ETF Report

 EXCHANGE-TRADED FUNDS Week ending March 16 2001

Our monthly databank breaks down ETF returns for every market segment.

Journal Of Indexes

Bloomberg Enters Index-Licensing Business

Bloomberg LP has raised a large family of indexes for years, including U.S. state and regional stock indexes and its Bloomberg European 500 Index. However, it hadn’t moved to capitalize on the index-investing trend of the 1990s as many other index providers, including Dow Jones, Morgan Stanley Capital International and Standard & Poor’s, have done.

ETF Report

 Room to share: Stretching the S&P 500 thin

It’s true that almost every mutual fund company offers some sort of index fund based on the S&P 500 benchmark, often attracting a fair share of the pie for index products. But the mutual fund industry is a multitrillion-dollar industry with plenty of room for products that appear to be very similar.

ETF Report

 ETFs May Change, but HOLDRs are Forever

Though they are often set aside or excluded in discussions about exchange-traded funds, the assets under management for Merrill Lynch’s Holding Company Depositary Receipts, or HOLDRs, have been growing steadily right alongside standard ETFs.

ETF Report

 EXCHANGE-TRADED FUNDS Week ending February 16 2001

Our monthly databank breaks down ETF returns for every market segment.

ETF Report

 Omaha Firm Launches a First Fund of ETFs

Everest Funds Management LLC, located in Omaha, Nebraska, launched a fund of ETFs December 1, 2000. The concept is new, and this is the first fund of ETFs ever to be launched.