Marsha Zapson

Journal Of Indexes

Case Study: Redesigning A $5.2 Billion Fund

How one pension manager divvies up an index-sensitive portfolio.

ETF Report

 Seeking new opportunities

Investors go small and international

ETF Report

 New bond ETFs heighten interest

One corner of the ETF industry that has been bypassed-at least until recently- is bonds. It's the forgotten asset class, in part because the mere mention of its name conjures images of stodgy conservatism and more alluring products like private equity, currencies, and alternative weighting schemes have been given preference by ETF designers and captured media attention.


ETF Report

 Really trading foreign ETFs

Pining for a little Russia or Turkey or Eastern Europe in one easy ETF trade? Or maybe you've been after a slim ETF focusing on some Japanese banks, but can't find one? It can't be done- at least not yet-in the US, but ETFs covering those markets are available on European and Japanese exchanges. The problem for the US-based investor has been the high cost and inconvenience, to say the least, of gaining access to those markets.

ETF Report

 The art of rotation

Six years ago, when Huntington National Bank considered adding an index fund to its stable of mutual funds, Paul Koscik, a Huntington vice president, wanted something a little different than your average Standard & Poor’s 500 index fund. He thought a fund that strategically rotated among equity asset classes based on technical and fundamental analysis— and used ETFs to do so—would be able to beat the S&P 500.

Features and News

Non-Tech, Clean-Tech

First Trust expands its ETF line-up, leveraging the Nasdaq's growing indexing efforts.

ETF Report

 Internationals sweep the field

The storyline for 2006 is one of ex-US outperformance. If it's a tale that sounds familiar, it should. Foreign markets have taken center stage since 2002, handily beating the S&P 500 thanks to some head-turning growth in emerging markets, low global interest rates, and a weaker US dollar.

ETF Report

 The New Hedge Fund Clones

Think you can fake a hedge fund? A lot of really smart people say you can. In fact, a number of products that passively mimic hedge fund strategies-and their returns-are already up and running. And because they replicate indexes, they clock in a whole lot cheaper than their infamous, actively-managed brethren. These products, which use complex algorithms to replicate skill-based hedge fund investing, have been characterized by some as the next evolution in an industry that has already reached saturation.

ETF Report

 Funds of ETFs

ETF-only portfolios designed for average investors