Robo Adviser of the Year for Europe – 2016: Nutmeg
Nutmeg was one of the first firms to launch into ETF-focused portfolios, not shying away from using other vehicles for the right asset classes. The digital behemoth continued to grow in 2016, and its innovative advertising has truly captured a younger, savvy market, making them familiar with lower-cost investing and the pros of passive funds.
- Scalable Capital
Best ETF Research Paper in Europe – 2016: Fallen Angels: The Investment Opportunity – Andrew Clare, Stephen Thomas and Nick Motson
This award went to the paper that has most increased our understanding of how ETFs and/or index-based investments affect investor outcomes, whether in portfolios, markets or broader economic context.
The judges gave the award to “Fallen Angels: The Investment Opportunity,” by Andrew Clare, Stephen Thomas and Nick Motson, which took a deep dive at the return profile of fallen angel bonds, a topical asset class, proving that they can provide positive returns over the long term in a challenging fixed-income environment.
During a particular 30-day window after the bond falls, its price rose, and the paper found that this “phenomenon offered investors the opportunity to enhance the returns on a multi-asset class portfolio and at the same time the potential to improve the diversification of their portfolios.”
You can read the paper here.
- Active Funds vs. Benchmark: Performance Comparison – Marlene Hassine, Lyxor
- Constructing Low Volatility Strategies – MSCI
Invesco PowerShares Product Analyst Michael Stewart said, "The asset class provides short-term and long-term returns, but the key is to get invested quickly."
ETF Ticker of the Year for Europe – 2016: TIE: iShares Fallen Angels High Yield Corporate Bond UCITS ETF (WING) & UBS Factor MSCI USA Low Volatility UCITS ETF hedged to GBP A Dis (ULOV)
A ticker is not just four random letters. It’s a creative way to describe a fund, and is crucial for a fund to be easily recognized and remembered by an investor. Who could not love WING, to describe a fallen angel bond ETF? Similarly, ULOV is reminiscent of text message speak among teenagers, but suggests investors will “love” this low-volatility ETF from UBS. In a dense product landscape, creativity and fun can help make a product stand out from the crowd.
- Amundi Index S&P 500 DR UCITS ETF Cap (S500)
- iShares Ageing Population UCITS ETF (AGED)
- iShares Healthcare Innovation UCITS ETF (HEAL)