Marsha Zapson

ETF Report

 Ontario Teachers’ Pension Plan invests in ETFs

The Ontario Teachers’ Pension Plan has been using ETFs for over a decade not only to equitize cash, but also to actively hedge out various investment strategies in its portfolio.

ETF Report

 Launching QQQ in Europe

QQQ, the product that rocketed exchange-traded funds out of obscurity and into public awareness, remains today—even after the tech implosion—one of the most heavily traded securities in the world.

ETF Report

 Case Study: Using ETFs in tax swaps

As the bear market continues apace, most investors are carrying losses in their portfolios.

ETF Report

 A New Breed of ETFs: BLDRS

The Nasdaq and the Bank of New York, the team that brought QQQ to market, launched a new kind of ETF in mid-November called BLDRS (pronounced 'builders'), which stands for Baskets of Listed Depositary Receipts.

ETF Report

 Recasting iShares: A New Play by BGI and FTSE

When Barclays Global Investors jettisoned its Bloomberg indices in favor of FTSE in mid-November, it became the first investment manager to switch index providers in midstream.

ETF Report

 Market timers, the perfect ETF buyer

ETFs would seem to be custom designed for market timers. Yet while many express interest in the funds, few actually use them.

ETF Report

 BGI Shutters Three iShares

Following hard on the heels of State Street Global Advisors’ recent shuttering of its Dow Jones Canada Titans 40, Barclays Global Advisors has jettisoned three of its US iShares.

ETF Report

 In the eyes of the beholder

A larger-than-life spider crawls from the corner of an online ad and stops just short of some text, which reads: "He may not win any beauty contests….But he sure can help diversify your portfolio."

ETF Report

 Heeding the Rule of Law

In an attempt to level the playing field among US exchanges and things that look and act like exchanges, the Securities and Exchange Commission has enacted a nine-month pilot program to give temporary relief to electronic brokerages and markets from the trade-through rule of the Intermarket Trading System.