Caroline Cakebread

The rising cost of derivatives has many institutional investors turning elsewhere for ways to hedge—and exchange-traded funds are on the list of alternatives for some.

  • December 1, 2014 September 13, 2019
  • 07:00

The Securities and Exchange Commission has approved a new exchange-traded mutual fund. But what does this mean for transparency, something institutional investors love about their exchange-traded funds?

  • November 24, 2014 September 13, 2019
  • 09:42

After a decade of neglect, Canadian innovation needs capital says OMERS' Ruffolo.

  • November 19, 2014 September 13, 2019
  • 16:18

Depending on which data set you look at, October was either a great month or a decidedly spooky one, where Canada-listed exchange-traded funds experienced outflows in a month that was positive on a global basis. But there were a few bright spots.

  • November 17, 2014 September 13, 2019
  • 10:30

Transparency—along with liquidity and low fees—is one of a trio of exchange-traded fund (ETF) advantages often touted by their manufacturers. And the U.S. Securities and Exchange Commission aims to keep it that way, at least for now. Last week, the U.S. regulator rejected a proposal by BlackRock to launch a non-transparent ETF. The question is, what now?

  • October 27, 2014 September 13, 2019
  • 11:40

A new research paper addresses the critics of leveraged exchange-traded funds (ETFs) by pointing out that they ignore the effects of capital flows on ETF rebalancing demand. The authors demonstrate that capital flows can either increase or decrease ETF rebalancing demand because those flows alter the size of the ETF.

  • October 15, 2014 September 13, 2019
  • 13:03

Taleb to speak at 20th anniversary of the Global Investment Conference.

  • October 9, 2014 September 13, 2019
  • 12:53

Star power can make a lot of money in Hollywood, but it can be toxic in the investment industry. That message came across loud and clear the other week when superstar investor Bill Gross left the firm he founded to go to a competitor. One interesting development that has come along with Gross’s departure has been where investors are choosing to put their money—exchange-traded funds, which have experienced a big bump in assets.

  • October 6, 2014 September 13, 2019
  • 09:15

As Canadian institutional investors embrace fixed income exchange-traded funds, they need to be aware of where the liquidity is coming from - and what it means for performance.

  • September 29, 2014 September 13, 2019
  • 10:31

The California Public Employees’ Retirement System's (CalPERS) decision to dump its hedge fund program has set off a discussion about the importance of cost, simplicity and liquidity in investment products. These are three characteristics that have helped the exchange-traded fund (ETF) industry grow among institutional investors. So what could CalPERS' move mean for ETFs in the future?

  • September 22, 2014 September 13, 2019
  • 09:47