Direct indexing is on the rise, with industry assets reaching $434 billion by the end of 2022, according to Cerulli Associates. https://lnkd.in/dgHQ9KNw These assets are projected to grow by 12% annually over the next four years, surpassing mutual funds and ETFs. At Envestnet, our Quantitative Portfolios (QPs) have experienced a 40% annual growth in both accounts and advisors over the past three years. First made available in 2013 to provide clients with a passive strategy that combined tax management and customization, we are proud to be one of the largest direct index separately managed account providers, with more than $9 billion in QP assets as of Q4 2023. Let's take a closer look at the three approaches we see the most often: Beta, factor-based, and fixed income.
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Looking for an actively managed fixed income fund whose sector allocation and security selection are solely based on credit risk and asset price? Check out the Strive Total Return Bond ETF (STXT), which offers core fixed income exposure benchmarked to the Bloomberg US Aggregate Bond Index with a tactical allocation to structured credit and high-yield corporates. Learn more about why you should consider STXT for your portfolio: Fact sheet: https://lnkd.in/gmqthBkT Fund page: https://lnkd.in/g6hzc2Sf Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit our website at www.strivefunds.com. Read the prospectus or summary prospectus carefully before investing. The Strive ETFs are distributed by Quasar Distributors, LLC.
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Looking for an actively managed fixed income fund whose sector allocation and security selection are solely based on credit risk and asset price? Check out the Strive Total Return Bond ETF (STXT), which offers core fixed income exposure benchmarked to the Bloomberg US Aggregate Bond Index with a tactical allocation to structured credit and high-yield corporates. Learn more about why you should consider STXT for your portfolio: Fact sheet: https://lnkd.in/gmqthBkT Fund page: https://lnkd.in/g6hzc2Sf Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please visit our website at www.strivefunds.com. Read the prospectus or summary prospectus carefully before investing. The Strive ETFs are distributed by Quasar Distributors, LLC.
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💻 Managing complexity in the ETF primary market: Upcoming webinar 💻 Join our upcoming webinar in partnership with Calastone! Key topics: • Why more sophisticated market servicing technology is needed • How technology changes will impact participants in the primary market • How regulatory developments will impact the ETF primary market REGISTER: https://lnkd.in/ewtJ7KJR 📅 30.10.24 ⏰ 9:30 UK Time ETF Stream – Home of European ETFs #ETFs #PrimaryMarket #Automation
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Independent Analyst| Chartered Accountant| RVG| Digital Marketing| Content Management
Understanding stress tests in mutual funds is crucial for investors as they reveal how funds perform under adverse conditions, but flaws in SEBI's testing methods highlight the need for improvement.
India’s Mutual Fund Stress Testing Is Not the Solution Which Is Need of Hour.
smartkarma.com
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🔈 Coming soon: this quarter’s valantic FSA Fixed Income Expert Network Report! We're thrilled to announce a significant update to our Sell-Side Fixed Income Expert Network – we've expanded to include buy-side fixed income market participants. Now, both sell-side and buy-side professionals have a dedicated platform to submit anonymized feedback, enabling them to tap into each other's expertise and sentiment on crucial market and operational issues. In this latest edition, we delve into crucial insights such as the performance of firms in 2023, the anticipated implications of T+1 settlement rules in the US, and expectations surrounding the growth of electronification across various fixed income asset classes. Additionally, we also explore the viability of cleared repo and the anticipated size and direction of technology budgets in the upcoming year. This valuable data is drawn from a comprehensive survey of senior buy and sell-side fixed income executives from around the globe. Stay tuned for the launch of our report over the next few weeks. Together, we're shaping the future of fixed income markets! #valanticFSA #trading #Automation #fixedincome #sellside #buyside #marketinsights
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Exciting news! Our latest valantic FSA Fixed Income Expert Network Report is coming soon! 📈 Stay tuned for insights on market performance, regulatory implications, and more. #valanticFSA #trading #Automation #fixedincome #sellside #buyside #marketinsights
🔈 Coming soon: this quarter’s valantic FSA Fixed Income Expert Network Report! We're thrilled to announce a significant update to our Sell-Side Fixed Income Expert Network – we've expanded to include buy-side fixed income market participants. Now, both sell-side and buy-side professionals have a dedicated platform to submit anonymized feedback, enabling them to tap into each other's expertise and sentiment on crucial market and operational issues. In this latest edition, we delve into crucial insights such as the performance of firms in 2023, the anticipated implications of T+1 settlement rules in the US, and expectations surrounding the growth of electronification across various fixed income asset classes. Additionally, we also explore the viability of cleared repo and the anticipated size and direction of technology budgets in the upcoming year. This valuable data is drawn from a comprehensive survey of senior buy and sell-side fixed income executives from around the globe. Stay tuned for the launch of our report over the next few weeks. Together, we're shaping the future of fixed income markets! #valanticFSA #trading #Automation #fixedincome #sellside #buyside #marketinsights
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As interest rates remain high to combat inflation, our team is working to identify credit opportunities in several places. “We’ve looked at the space, and historically, on the active side, we’ve seen more in fixed income than equity. That’s starting to shift a little bit where some active equity strategies are coming to market. So I’d expect as those opportunities expand that will expand our coverage just given the ETF wrappers and lower costs more tax efficient vehicle.” - David Hawal, CFA, Principal Director of Equity and Fixed Income Investment Research, Envestnet | PMC Check out more from David, including his thoughts on alts, ETFs, and non-US fixed income, in Citywire. https://bit.ly/3STFXFd
Envestnet | PMC's 2024 Recommendations
citywire.com
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In his latest video update, Mesirow Strategic Fixed Income's Co-CIO and PM, David Nirtaut provides his 4Q2023 review and explains his outlook for 2024 by answering the following questions: • What was the driver of market performance the last quarter of 2023? • Will the Fed begin to ease monetary policy in the first quarter? • Are market participants still expecting a recession? • What is the near-term outlook for Investment Grade Credit? Watch now: https://lnkd.in/gysyS8ze Read the full commentary: https://lnkd.in/gSghp2dK Strategic Fixed Income: Mesirow Strategic Fixed Income is a division of Mesirow Financial Investment Management Inc., an SEC registered investment adviser.
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Wednesday means it's time for BankeOnWheels Broker Review! 🚀 Today's broker: iWeb Share Dealing Review We approach brokers by: ➡ ETF Focus 📈 – We are long-term investors who predominantly use ETFs. ➡ X-Ray Transparency, Capital Strength, or Regulatory Supervision 🔍 – Highlighting what matters most to investors regarding safety, a crucial aspect often overlooked by other guides. ➡ Simulating Overall Costs for Buy & Hold Portfolios 💸 – Comparing broker costs using simulations tailored to investors’ needs with our proprietary cost comparison tool. ➡ Adding Context 🌐 – Offering additional background on important aspects such as Payment for Order Flow and Single Market Maker Stock Exchanges, interface complexity, country-specific tax reporting, and ETF availability. Visit our website to see the full review. 🌟 You'll also find dozens of other brokers to compare and help you make better decisions. 🏆 We'd love to hear from you! 🙌 Feel free to ask any questions or suggest brokers you'd like us to review next. Your input helps us serve you better! 💬 Link for the full review: https://lnkd.in/g_X3b3v6
