Browsing: ETFs/Passive
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Active Funds Lag Behind Passives in 2024
03/17/2025
According to Morningstar’s latest US Active/Passive Barometer, passively managed funds continued to outperform their actively managed counterparts in 2024, with less than half of actively managed funds outperforming comparable index ...
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AI Firm FinChat Raises $1.5 mln from Van Eck
03/06/2025
Last week, Toronto-based generative AI powered fintech startup, FinChat announced that it has secured a $1.5 million equity investment from New York-based investment management firm Van Eck to help enhance ...
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Morningstar Reports Modest Inflows into U.S. Stock Funds in September
10/25/2019
Morningstar, Inc. (NASDAQ: MORN), a Chicago-based provider of independent investment research, data and analytics recently reported that asset flows into U.S. mutual funds and ETFs increased a modest $39.9 bln ...
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CFRA Acquires ETF Data Provider First Bridge Data
08/06/2019
CFRA, an independent research boutique which purchased Standard & Poor’s equity research business, is buying an ETF data provider, First Bridge Data LLC. The move deepens CFRA’s commitment to the ...
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Morningstar Reports Modest Asset Flows into U.S. Long-Term Funds in July
08/23/2018
Morningstar, Inc. (NASDAQ: MORN), a Chicago-based provider of independent investment research, data and analytics recently reported that asset flows into U.S. mutual funds and ETFs increased a modest $32.1 bln ...
TrimTabs Grows An ETF Once Again
08/13/2018
TrimTabs Asset Management’s flagship ETF, the TrimTabs All Cap US Free Cash Flow ETF (TTAC), recently celebrated that it had crossed the $100 mln AUM level. However, this is not ...
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New Kensho ETFs Illustrate Joys & Frustrations of Passive Product
08/09/2018
Three ETFs based on indices developed by AI researcher Kensho Technologies, recently acquired by S&P Global, are slowly gaining assets – and income to the sponsors. The new products demonstrate ...
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Active Investors Continue to Lose Market Share
05/24/2018
Despite the largest capital flows in a decade, active equity managers continued to lose ground to passive strategies, as passive investments now represent nearly 45% of mutual fund and exchange ...
Will MiFID II Lead RPs To Start Up Funds?
12/26/2017
With MiFID II slated to be rolled out next week, the question many research providers are asking is how they can prove their worth to buy-side clients who now need ...
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Asset Flows into U.S. Equity ETFs Double in October 2017
11/30/2017
According to a new report published by Chicago-based Morningstar, asset flows into US ETFs more than doubled, while investors continued to pull money out of actively managed U.S. mutual funds ...