Marsha Zapson

ETF Report

 Hedging with Options

As investors returned to the market, seeking participation in a stock rally that began some three months ago, the Dow had climbed to over 9,000 by mid-June, the S&P 500 index had increased about 23% and the Nasdaq 100 had risen about 25%.

ETF Report

 Another Milestone

The ETF industry passed yet another milestone in early May, when Barclays Global Investors received an exemptive order from the Securities and Exchange Commission permitting mutual funds to exceed the investment limits of section 12(d)(1) of the Investment Company Act of 1940.

ETF Report

 Searching for Retail

BGI has been in the news recently, most notably because it received an exemptive order from the SEC permitting mutual fund companies to exceed the investing limits imposed by 12 (d)(1) of the Investment Company Act of 1940 (see story on page 1).

ETF Report

 Creating an Alternative Market View

At a time when major market indices are down (the S&P 500 by 22.1% in 2002 and 3.2% in the first quarter of this year), investors who want to remain in the market are seeking alternative market views in which to invest.

ETF Report

 Vanguard Switches Indices

The Vanguard Group has begun switching to MSCI indices from those of Standard & Poor’s and Russell, making it one of the first ETF providers to switch indices.

ETF Report

 What Price Oil Now?

The energy complex has been a volatile sector in the US over the past few months, characterized by numerous, sharp spikes.

ETF Report

 Amex Wins Suit Against Mopex

After nearly three years, the suit brought against Mopex Inc, an Illinois holding company, by the American Stock Exchange was settled in favor of the Amex in US District Court for the Southern District of New York on February 4.

ETF Report

 The iGold Fund: An Alchemist’s Dream

Anyone in Canada who has anything to do with ETFs is quick to point out that the country was the first to launch an ETF, the first to launch a fixed income ETF, the first to launch a synthetic ETF and the first to launch an ETF tracking a gold index.

ETF Report

 Declining Equity Markets Spur ETF Trading

Although last year saw more declines in major equity indices (such as the MSCI World index, down 21.1%, and the S&P 500 index, down 22.1%), and most US mutual funds continued to see outflows of money, ETFs still attracted assets.