Bringing you live news and features since 2006 

BofA Merrill Lynch Global Research launches coverage of ETFs


BofA Merrill Lynch Global Research has commenced research coverage of exchange-traded funds (ETFs). The firm will initially cover more than 100 US large, mid-cap and sector ETFs based on an innovative and proprietary rating methodology developed to provide additional value to the firm’s institutional and wealth management clients.

“We have actively supported a year-long effort to allow broker dealers’ research departments to begin covering ETFs as we felt strongly it would serve the best interests of our clients,” says Candace Browning, head of BofA Merrill Lynch Global Research. “As the number of ETFs and inflows continue to grow, we are confident our clients will find value in the ETF team’s insights.”
Mary Ann Bartels (pictured), head of Exchange-Traded Fund (ETF) Strategy for BofA Merrill Lynch Global Research, leads the coverage team. With more than 25 years of investment experience in both research and wealth management, Bartels is known for high-quality portfolio strategy and research. She was an Institutional Investor All-America Research-ranked analyst from 2006 through 2011, and is highly regarded for developing proprietary models for equity pairs trading and for her sector, industry and stock selection.

Latest News

Solactive writes that in the face of market volatility, investors often turn to portfolio diversification as a key strategy. “One..
The Luxembourg House of Financial Technology (LHoFT), together with PwC Luxembourg and with the active support of the Association of..
Sustainability tech platform Clarity AI has announced that its sustainability capabilities are now supporting European white label platform, HANetf...
Chimera Capital LLC, an Abu-Dhabi-based investment management firm, has announced the launch of the Chimera S&P China HK Shariah Exchange..

Related Articles

Henry Timmons, RBA
Henry Timmons, director of ETFs and Michael Contopoulos, director of fixed income at Richard Bernstein Advisors are on a mission...
Kelsey Mowrey, Motley Fool Asset Management
Speaking with ETF Express in March, Brian Barish, a fund manager with Cambiar commented on the Vanguard solution which allows...
Phillippe Malaise, Trackinsight
Trackinsight has published its fourth global ETF survey, revealing that investors have an appetite for actively managed ETFs....
Joy Yang, MVIS
The passive versus active debate is a ‘thought experiment’ according to Joy Yang, Head of Index Product Management at MarketVector...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by