Howard Lee

Howard Lee is the fixed-income ETF analyst in the ETF Analytics group at FactSet, a team that maintains and develops an industry-leading suite of ETF-related data and analytics products. Prior to joining FactSet in April 2015, he was the fixed-income ETF analyst at, where he generated all analytical data on U.S. listed fixed-income ETFs. Howard graduated from Columbia University, magna cum laude, with a double major in economics and political science. He speaks Cantonese and understands Mandarin. Analysis

Strategically Balanced: iShares’ New ETF

An inside look at iShares’ new $75 million ‘smart beta’ bond ETF. Analysis

Beware: Outperformance Can Be Bad

Take a deeper dive into index-fund outperformance: It can teach you a lot. Analysis

Beware Of China’s A-Shares ETF Rally Craze

There’s plenty to like about China, but that doesn’t mean the latest rally isn’t irrational. Analysis

5 Most Groundbreaking Bond ETFs Of 2014

As the investment universe expands, ETFs are there to reflect the changes. Analysis

Issues With Innovative New China Bond ETF

An alluring new bond ETF focused on China’s mainland credit market comes with a few caveats.

ETF Report

 Hedged Or Unhedged?

A primer to interest-rate-hedged ETFs Analysis

Accessing Pimco's Alpha Via ETFs

Pimco is going back to what it does best—generating alpha through fixed-income exposure. Analysis

Junk Bond Selloff: More Than A Pullback?

Two readily accessible data series suggest something else is brewing in the high-yield market. Analysis

5 Best Performing Fixed Income ETFs

In the first half of the year, it’s been all about duration.