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Jim Wiandt

World's First Active ETF to be Launched in Germany

5,478
by Jim Wiandt
Thursday, November 16, 2000

The seemingly inevitable has come to pass. IndexFunds.com has learned that the world's first actively-managed exchange-traded funds will soon be launched in Germany. ...Read More

Article Library

  • John Spence

    SSB Citi Launches New Family of Index Funds

    5,531
    by John Spence — Monday, November 13, 2000

    SSB Citi Asset Management Group, the money management division of Citigroup, announced the launch of 11 new index funds. The new offerings are the first no-load index funds ever to be introduced by SSB Citi, which has two other U.S. mutual fund brands - ...Read More

  • Retiring Early Using Indexing Strategies

    6,071
    by Larry Putnam — Thursday, November 9, 2000

    On a recent rainy day perfect for book browsing, I found myself cruising the investing and personal finance section of my favorite super-sized 50,000-title Barnes and Noble. Years ago, I developed a rule to help my search for good investment books: ignore ...Read More

  • From our Canadian Bureau: A Raise for Your Money Manager?

    5,778
    by Dan Hallett — Thursday, November 9, 2000

    I bet investors take most pieces of mail regarding mutual fund unitholder votes and file them under "G" for garbage. Frankly, oftentimes the issue being voted upon has no material impact on unitholders. However, November 14, 2000 marks an important day ...Read More

  • USAA Investments Launches 3 New Index Funds

    6,960
    by IndexFunds.com Staff — Wednesday, November 8, 2000

    "The popularity of the USAA S&P 500 Index Fund demonstrates that there's a place in a balanced portfolio for indexing," said Michael J.C. Roth, President and CEO of USAA Investment Management Company. "The addition of these three index funds will ...Read More

  • Borsa Italiana Paves the Way for ETFs

    5,436
    by IndexFunds.com Staff — Wednesday, November 8, 2000

    Borsa Italiana, the Milan-based stock exchange, announced that it is in at least the planning stages of a move to alter its own regulations to permit the launch of Italy's first exchange-traded funds (ETFs). ...Read More

  • John Spence

    FRC Study Examines Future of ETFs

    5,414
    by John Spence — Monday, November 6, 2000

    With large financial institutions launching an explosion of exchange-traded funds (ETFs) around the globe, some have questioned whether these investment products represent a threat to traditional mutual funds. Can ETFs exact a fundamental change upon the ...Read More

  • Jim Wiandt

    S&P Launches Frontal Attack on Vanguard Vipers

    5,908
    by Jim Wiandt — Friday, November 3, 2000

    Taking its lawsuit against Vanguard to another level, Standard & Poor's requested that the Securities and Exchange Commission (SEC) hold a public hearing on Vanguard's application to launch its exchange-traded funds (ETFs). ...Read More

  • John Spence

    Benefits of ETFs Debated at Asset Allocation Seminar

    5,135
    by John Spence — Wednesday, November 1, 2000

    At the recent seminar in San Francisco entitled "Asset Allocation: Theories vs. Realities," representatives from the industry outlined the benefits of using exchanged-traded funds (ETFs) in portfolio management strategies. Many of the institutional ...Read More

  • First ETF Launched on Chicago Board Options Exchange

    5,301
    by IndexFunds.com Staff — Tuesday, October 31, 2000

    The newly-created iShares S&P 100 Index Fund began trading on the Chicago Board Options Exchange (CBOE) on 10/27/2000. The exchange-traded fund (ETF) will be managed by Barclays Global Investors (BGI) and will trade under the CBOE symbol OEF. The iShares ...Read More

  • New ETF to be Launched in Japan

    4,932
    by IndexFunds.com Staff — Thursday, October 26, 2000

    The Osaka Securities Exchange (OSE) today inked a license agreement and memorandum of understanding with Dow Jones. The agreement covers the listing of an exchange-traded fund (ETF) based on the Dow Jones Industrial Average. Additionally, the arrangement ...Read More

  • John Spence

    Salomon Releases ETF Premium/Discount Study

    5,277
    by John Spence — Monday, October 23, 2000

    Last Wednesday, 10/18/2000, the Salomon Smith Barney Closed-End Funds Research Group released a supplement to its larger quarterly report, "Fundamentals for Exchange-Traded Funds." As part of the supplement, Salomon analysts conducted a premium/discount ...Read More

  • John Spence

    Vanguard Releases Expense Ratios for Admiral Shares

    5,452
    by John Spence — Friday, October 20, 2000

    On Tuesday, 10/17/2000, the Vanguard Group announced the expense ratios for its new class of Admiral Shares to be released in November. Initially, Vanguard will offer Admiral Shares on seven of its domestic index funds, and has plans to offer Admiral ...Read More

  • Frequently Asked Questions about ETFs

    5,835
    by IndexFunds.com Staff — Thursday, October 19, 2000

    What is an ETF? What are the benefits of using ETFs? Are there any negatives? How can I buy and sell ETFs? How are ETFs created and redeemed? What ETFs are available on the market? How can I use ETFs in managing my portfolio? How much money is in ETFs and ...Read More

  • State Street to Launch European ETFs Based on MSCI Indexes

    5,099
    by IndexFunds.com Staff — Thursday, October 19, 2000

    Today, State Street Global Advisors (SSgA) announced that it has entered into a license agreement with MSCI to launch exchange-traded funds (ETFs) in Europe based on MSCI indexes. The announcement is the latest move by an asset manager to release ETFs in ...Read More

  • Jim Wiandt

    J. Parsons Interview

    6,046
    by Jim Wiandt — Thursday, October 19, 2000

    J. Parsons, Director of Sales for U.S. Individual Investor Business at Barclays Global Investors, talks to Jim Wiandt about how exchange-traded funds are ...Read More

  • Nuveen to Enter ETF Market

    5,584
    by IndexFunds.com Staff — Wednesday, October 18, 2000

    On Monday, 10/16/2000, Nuveen Investments announced its plans to launch the first in a series of new exchange-traded funds (ETFs). ...Read More

  • State Street to Launch First ETF in Singapore

    5,739
    by IndexFunds.com Staff — Wednesday, October 18, 2000

    Today, the Singapore Exchange (SGX) announced that it intends to sign a memorandum of understanding with State Street Global Advisors (SSgA) to develop Singapore's first indigenous exchange-traded fund (ETF). According to SGX, the new ETF will list and ...Read More

  • Betting on Sector ETFs in a Highly-Valued Market

    5,710
    by Max Issacman — Monday, October 16, 2000

    As one who sold stocks to investors in the early 1970s, I realize how misleading price/earnings multiples (P/E) can be. Although these multiples have their limitations, P/Es can be useful when making valuations. Still, other valuations should be used in ...Read More

  • John Spence

    Peter Breen Interview

    5,698
    by John Spence — Sunday, October 15, 2000

    A relatively new start-up is stepping up against the established names in online investing: E*Trade, Ameritrade, Fidelity, and DLJdirect to name a few. BUYandHOLD.com is targeting the growing ranks of online investors - young couples investing for ...Read More

  • AMEX to Begin Trading Options on iShares

    5,225
    by IndexFunds.com Staff — Friday, October 13, 2000

    Today, AMEX announced that it will begin trading options on the iShares Russell 1000 Index Fund, an exchange-traded fund (ETF) managed by Barclays Global Investors (BGI). The announcement hails the first time an option will be traded on an ETF that tracks ...Read More

  • Barclays to Launch UK-based Technology ETF

    5,083
    by IndexFunds.com Staff — Thursday, October 12, 2000

    iShares, a division of Barclays Global Investors (BGI), today announced the launch of a UK-based exchange-traded fund (ETF) called the iFTSE TMT. The new iShares ETF will begin trading on the London Stock Exchange within the extraMARK on Tuesday, ...Read More

  • John Spence

    State Street Launches ETFs Based on Fortune Indexes

    6,021
    by John Spence — Wednesday, October 11, 2000

    Yesterday, State Street Global Advisors (SSgA) launched two exchange-traded funds (ETFs) based on the FORTUNE 500 and FORTUNE e-50 Indexes. The two funds began trading yesterday on the American Stock Exchange (AMEX) under the ticker symbols FFF (500) and ...Read More

  • Will McClatchy

    Study: U.S. Investors Waste $36 Billion on Wall St. Fees

    5,913
    by Will McClatchy — Tuesday, October 10, 2000

    In 2000, mutual fund investors overpaid Wall Street $36 billion to manage stocks, bonds, and real estate totaling $3.7 trillion. Nearly 1% per year of assets were wasted in unnecessary fees, according to IndexFunds' comprehensive new survey of mutual fund ...Read More

  • TD Waterhouse Releases 5 New Index Funds

    6,667
    by IndexFunds.com Staff — Thursday, October 5, 2000

    Yesterday, TD Waterhouse Group announced the addition of seven house-brand no-load mutual funds to its list of mutual funds. The new funds will be available only through TD Waterhouse and require a minimum initial investment of $1,000. Five of the seven ...Read More

  • The Information in the Term Structure: An Update

    4,717
    by James Davis — Sunday, October 1, 2000

    Panel A of Table 4 shows that the variable maturity portfolio earns higher average returns than any of the fixed maturity portfolios. This holds for the entire 1965-1999 period as well as the two subperiods. The average return difference for the 1965-1999 ...Read More

  • John Spence

    State Street to Launch First Global ETF

    5,658
    by John Spence — Thursday, September 28, 2000

    Ending Barclays short-lived hegemony in style-based exchange-traded funds (ETFs) and launching the first global ETF, State Street Global Advisors announced the opening of 7 new funds. Continuing its surge into the ETF market, State Street was scheduled to ...Read More

  • Jim Wiandt

    Gus Fleites Interview

    5,714
    by Jim Wiandt — Tuesday, September 26, 2000

    Gus Fleites is a Principal of State Street Global Advisors (SSgA). He is responsible for the development and implementation of exchange-traded funds (ETFs) and offshore investment products. At the 2nd Annual Exchange-Traded Fund & Index Share Forum, Gus ...Read More

  • Jim Wiandt

    Lee Kranefuss Interview

    5,863
    by Jim Wiandt — Monday, September 25, 2000

    Lee Kranefuss, CEO of U.S. Individual Investor Business at Barclays Global Investors, recently sat down with IndexFunds.com's Jim Wiandt to discuss the proliferation of iShares and the future of exchange-traded funds ...Read More

  • Jim Wiandt

    Harrowing Tale of a Plunging Euro and Soaring Oil Prices

    5,017
    by Jim Wiandt — Friday, September 22, 2000

    Fueled by soft European economic performance, soaring oil prices, and uncertainty about its prospects as a currency, the euro has slumped to all-time lows. Initially viewed as an embarrassment to euro diehards, the exchange rate is now causing genuine ...Read More

  • Barclays to Introduce Tech-Heavy ETF in U.K.

    5,028
    by IndexFunds.com Staff — Friday, September 22, 2000

    Barclays Global Investors (BGI) announced that it plans to launch a new iShares exchange-traded fund (ETF) similar to U.S. "cubes" (QQQ) in the U.K. John Demaine, Managing Director for Product Development, said BGI has plans "to launch an iShare with a ...Read More

  • John Spence

    Swiss Exchange to Launch New ETFs

    5,702
    by John Spence — Tuesday, September 19, 2000

    Whew! Working the ETF beat hasn't been easy this past week. Recently my inbox has been full of messages from our editorial staff asking me if I've heard about the latest European exchange to embrace exchange-traded funds (ETFs). State Street Global ...Read More

  • State Street's German arm to Launch ETFs

    5,735
    by IndexFunds.com Staff — Friday, September 15, 2000

    In an interview that was published today on Handelsblatt.com, a Germany-based financial news Web site, the head of State Street's German arm announced that State Street Global Advisors (SSgA) plans to launch nine exchange-traded funds (ETFs) based on ...Read More

  • Proposed Law to Defer Capital Gains on Funds

    5,738
    by Jim Novakoff — Thursday, September 14, 2000

    Representative Jim Saxton, a New Jersey Republican and Chairman of the Congressional Joint Economic Committee, has introduced significant legislation addressing the taxation of mutual funds. The proposed law, if enacted, would change the tax rules for ...Read More

  • State Street to Launch New Australian ETFs

    5,464
    by IndexFunds.com Staff — Wednesday, September 13, 2000

    The Australian Stock Exchange (ASX) and State Street Global Advisors (SSgA), the investment management arm of Boston-based State Street Corporation, today announced that they have signed an agreement to develop the first exchange-traded funds (ETFs) ...Read More

  • Indexing on the Global Stage

    5,470
    by Aviya Kushner — Thursday, September 7, 2000

    Looking for a way to get international exposure without too much risk of getting burned? Though there's no absolutely foolproof investment strategy, some of the biggest names in investing are turning to international index funds. In 1999, according to ...Read More

  • John Spence

    Whatifi.com Zeroes in on Savvy Young Online Investors

    5,087
    by John Spence — Wednesday, September 6, 2000

    San Francisco-based whatifi.com is urging younger investors to ask themselves, "What if I. . . ?" The new investment site has partnered with Barclays Global Fund Advisors to offer five index funds with an initial minimum investment as low as $100 a ...Read More

  • Gus U. Sauter Interview

    5,876
    by Gus Sauter — Friday, September 1, 2000

    George U. Sauter, managing director of the Vanguard Core Management group, recently sat down with the indexfunds.com staff to discuss a number of topics - the current performance of Janus Funds, the placement of record cash inflows into the market, ...Read More

  • Jim Wiandt

    From our Bureau of Panic Peddling

    5,715
    by Jim Wiandt — Friday, September 1, 2000

    So what happens when the extravagantly back-tested research of two eminent economists strongly suggests that equity returns are in for a long hard road going forward? Should we stay the course, panic and sell, or stock up on canned food and bottled ...Read More

  • John Spence

    Bogle Speaks Out on Social Security

    5,582
    by John Spence — Thursday, August 31, 2000

    Unfortunately, John Bogle isn't on the ticket for the upcoming 2000 presidential elections, but he would certainly get our vote if he was in the running. Oh well, there's always 2004. ...Read More

  • Stock Basket Services Make the Picking Cheap

    5,369
    by Sharon Rockey — Wednesday, August 30, 2000

    For better or worse, the allure and immediacy of Internet technology has granted investors new freedom and more choices for managing their money. Quick and easy online stock trading has become increasingly popular, and as the ranks of "click-and-buy" ...Read More

  • Bogus Press Release Causes Emulex Stock Plunge

    5,856
    by IndexFunds.com Staff — Monday, August 28, 2000

    In one of the most dramatic hoaxes in stock market history, a bogus press release caused the market value of networking technology provider Emulex to temporarily lose $2 billion on Friday. ...Read More

  • John Spence

    ETF Update and Complete Listing

    7,286
    by John Spence — Thursday, August 24, 2000

    Exchange-traded funds (ETFs) have continued their meteoric rise in popularity, with total assets in ETF securities exceeding $47 billion for the week ending 8/18/00, excluding Merrill Lynch's HOLDRs (Source: Wiesenberger). ...Read More

  • Signs of Life in the Internet Sector

    5,097
    by Maureen Burke — Wednesday, August 23, 2000

    Crash and burn, baby! Who will soon forget that memorable moment of self-immolation for the Nasdaq last Spring? The incineration throughout the trading day of April 4 was proof that for every action, there is an equal and opposite reaction - the Nasdaq ...Read More

  • John Spence

    Bridgeway Social Fund to Join with Calvert

    5,096
    by John Spence — Tuesday, August 22, 2000

    Calvert Group and Bridgeway Capital Management today announced a deal to request shareholder approval for a merger of the Bridgewater Social Responsibility Portfolio into the Calvert Large Cap Growth Fund. According to the terms of the agreement, Calvert ...Read More