Jason Xavier

etfexpress 24/07/20

Morningstar’s report on smart beta, reviewed this week, reveals that smart beta has dropped from favour across the board, with Director of Global ETF Research, Ben Johnson describing the strategy’s returns as ‘lacklustre’ during the market downturn in the first quarter of the year.

The same cannot be said for ESG, a strategy and filter easily applied through ETFs, and popular the world over at the moment. Sage Advisory’s Bob Smith has commented on his latest survey of ETF providers and their approach to ESG, attempting to sort the observant from the not very…the winner, with the highest ESG standards, was a small publicly listed ETF so size does not matter in the ETF stakes.

This week we also took a deep dive into BNY Mellon IM’s multi-factor high yield ETF with Paul Benson explaining the strategy that lies behind BKHY.

Readers, I call on you to vote in the ETF US Awards, with pre-selected nominations from Bloomberg. The firm with the most votes wins – simples, as they say in ad land. The link is here…

And if I may have a little more of your time, do peruse the agenda and speaker list for our October event, etfLIVE North America digital summit, which is well under way. Professional investors can attend for free. Please follow this link to find out more…

Beverly Chandler
Managing Editor, ETF Express

Companies in this issue
American Century Investments
BNY Mellon IM
Chimera Capital
Franklin Templeton
Sage Advisory


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