Jane Lemmon’s Post

In the ETF ecosystem, having access to comprehensive and accurate data is crucial for everyone from trading desks and market makers to ETF issuers and asset managers. ULTUMUS takes pride in offering an award-winning Global ETF Managed Data Service, designed as a one-stop solution for multi-asset ETFs. This service encompasses everything from complete composition and reference data to flow, corporate actions, and dividends, ensuring you have the insights you need to make informed decisions. Our service, optimised for both the sell and buy sides, includes data from leading global ETF issuers like BlackRock, Vanguard, DWS Group and niche players. We ensure all data is meticulously validated and cross-referenced, delivered through an API for seamless integration into your systems, and a user-friendly UI for desktop access. The managed data service is powered by Amazon Web Services (AWS) technology, you're guaranteed high performance and reliability. For the sell side, our service is pre-validated and ready for trading in every region, offering comprehensive market data and ETF reference data. For the buy side, we provide detailed risk composition breakdowns, performance calculations, and peer group analysis, all engineered to enhance your investment strategy. Discover how ULTUMUS’ Global ETF Managed Data Service can transform your approach to ETF investment. Explore more about our tailored, reliable solutions designed to support every player in the ETF ecosystem by reaching out to Giles Sarton or on our website https://hubs.li/Q02q58Y60 #ETF #AWStechnology #globaletf

In the ETF ecosystem, having access to comprehensive and accurate data is crucial for everyone from trading desks and market makers to ETF issuers and asset managers. ULTUMUS takes pride in offering an award-winning Global ETF Managed Data Service, designed as a one-stop solution for multi-asset ETFs. This service encompasses everything from complete composition and reference data to flow, corporate actions, and dividends, ensuring you have the insights you need to make informed decisions. Our service, optimised for both the sell and buy sides, includes data from leading global ETF issuers like BlackRock, Vanguard, DWS Group and niche players. We ensure all data is meticulously validated and cross-referenced, delivered through an API for seamless integration into your systems, and a user-friendly UI for desktop access. The managed data service is powered by Amazon Web Services (AWS) technology, you're guaranteed high performance and reliability. For the sell side, our service is pre-validated and ready for trading in every region, offering comprehensive market data and ETF reference data. For the buy side, we provide detailed risk composition breakdowns, performance calculations, and peer group analysis, all engineered to enhance your investment strategy. Discover how ULTUMUS’ Global ETF Managed Data Service can transform your approach to ETF investment. Explore more about our tailored, reliable solutions designed to support every player in the ETF ecosystem by reaching out to Giles Sarton or on our website https://hubs.li/Q02q5b-90 #ETF #AWStechnology #globaletf

In the ETF ecosystem, having access to comprehensive and accurate data is crucial for everyone from trading desks and market makers to ETF issuers and asset managers. ULTUMUS takes pride in offering an award-winning Global ETF Managed Data Service, designed as a one-stop solution for multi-asset ETFs. This service encompasses everything from complete composition and reference data to flow, corporate actions, and dividends, ensuring you have the insights you need to make informed decisions. Our service, optimised for both the sell and buy sides, includes data from leading global ETF issuers like BlackRock, Vanguard, DWS Group and niche players. We ensure all data is meticulously validated and cross-referenced, delivered through an API for seamless integration into your systems, and a user-friendly UI for desktop access. The managed data service is powered by Amazon Web Services (AWS) technology, you're guaranteed high performance and reliability. For the sell side, our service is pre-validated and ready for trading in every region, offering comprehensive market data and ETF reference data. For the buy side, we provide detailed risk composition breakdowns, performance calculations, and peer group analysis, all engineered to enhance your investment strategy. Discover how ULTUMUS’ Global ETF Managed Data Service can transform your approach to ETF investment. Explore more about our tailored, reliable solutions designed to support every player in the ETF ecosystem by reaching out to Giles Sarton or on our website https://hubs.li/Q02q5cG40 #ETF #AWStechnology #globaletf

In the ETF ecosystem, having access to comprehensive and accurate data is crucial for everyone from trading desks and market makers to ETF issuers and asset managers. ULTUMUS takes pride in offering an award-winning Global ETF Managed Data Service, designed as a one-stop solution for multi-asset ETFs. This service encompasses everything from complete composition and reference data to flow, corporate actions, and dividends, ensuring you have the insights you need to make informed decisions. Our service, optimised for both the sell and buy sides, includes data from leading global ETF issuers like BlackRock, Vanguard, DWS Group and niche players. We ensure all data is meticulously validated and cross-referenced, delivered through an API for seamless integration into your systems, and a user-friendly UI for desktop access. The managed data service is powered by Amazon Web Services (AWS) technology, you're guaranteed high performance and reliability. For the sell side, our service is pre-validated and ready for trading in every region, offering comprehensive market data and ETF reference data. For the buy side, we provide detailed risk composition breakdowns, performance calculations, and peer group analysis, all engineered to enhance your investment strategy. Discover how ULTUMUS’ Global ETF Managed Data Service can transform your approach to ETF investment. Explore more about our tailored, reliable solutions designed to support every player in the ETF ecosystem by reaching out to Giles Sarton or on our website https://hubs.li/Q02q5cRc0 #ETF #AWStechnology #globaletf

In the ETF ecosystem, having access to comprehensive and accurate data is crucial for everyone from trading desks and market makers to ETF issuers and asset managers. ULTUMUS takes pride in offering an award-winning Global ETF Managed Data Service, designed as a one-stop solution for multi-asset ETFs. This service encompasses everything from complete composition and reference data to flow, corporate actions, and dividends, ensuring you have the insights you need to make informed decisions. Our service, optimised for both the sell and buy sides, includes data from leading global ETF issuers like BlackRock, Vanguard, DWS Group and niche players. We ensure all data is meticulously validated and cross-referenced, delivered through an API for seamless integration into your systems, and a user-friendly UI for desktop access. The managed data service is powered by Amazon Web Services (AWS) technology, you're guaranteed high performance and reliability. For the sell side, our service is pre-validated and ready for trading in every region, offering comprehensive market data and ETF reference data. For the buy side, we provide detailed risk composition breakdowns, performance calculations, and peer group analysis, all engineered to enhance your investment strategy. Discover how ULTUMUS’ Global ETF Managed Data Service can transform your approach to ETF investment. Explore more about our tailored, reliable solutions designed to support every player in the ETF ecosystem by reaching out to Giles Sarton or on our website https://hubs.li/Q02q5c9T0 #ETF #AWStechnology #globaletf

In the ETF ecosystem, having access to comprehensive and accurate data is crucial for everyone from trading desks and market makers to ETF issuers and asset managers. ULTUMUS takes pride in offering an award-winning Global ETF Managed Data Service, designed as a one-stop solution for multi-asset ETFs. This service encompasses everything from complete composition and reference data to flow, corporate actions, and dividends, ensuring you have the insights you need to make informed decisions. Our service, optimised for both the sell and buy sides, includes data from leading global ETF issuers like BlackRock, Vanguard, DWS Group and niche players. We ensure all data is meticulously validated and cross-referenced, delivered through an API for seamless integration into your systems, and a user-friendly UI for desktop access. The managed data service is powered by Amazon Web Services (AWS) technology, you're guaranteed high performance and reliability. For the sell side, our service is pre-validated and ready for trading in every region, offering comprehensive market data and ETF reference data. For the buy side, we provide detailed risk composition breakdowns, performance calculations, and peer group analysis, all engineered to enhance your investment strategy. Discover how ULTUMUS’ Global ETF Managed Data Service can transform your approach to ETF investment. Explore more about our tailored, reliable solutions designed to support every player in the ETF ecosystem by reaching out to Giles Sarton or on our website https://hubs.li/Q02q5bWp0 #ETF #AWStechnology #globaletf

Demand for active ETFs are growing but there is no still ubiquitous definition of what ‘active’ means in relation to ETFs. Our team provide an insight into how we are approaching this space across asset classes, highlighting how we are utilising proprietary technology to construct and optimise our ETF solutions, with the aim of delivering cost-efficient alpha to investors.

As is often the case, a bit of context that comes from looking at the underlying data just a touch deeper offers important refinements to the story presented by Will Schmitt of FT. Using MStar data, I see 161 U.S. actively managed ETFs with launch dates in 2024. Of these, 1/3 are new rounds of buffered funds with fixed maturity dates which I would not count as new products being brough to market -- or active. As the reporter does point out, there is growth in single stock ETFs (Amazon, Microsoft and Alphabet seem to be leading the charge) that I would not consider to be all that actively managed. I think this is important information to include but perhaps it is a bit too much to expect of a reporter. There is a reference to someone that is presented, I believe, as an expert on the topic (Matt Tuttle), who appears to have closed (8) almost as many ETFs as he now has open (14) and should not, in my opinion, be viewed as an active manager given that over 80% of ETF assets are in single stock offerings. Although at +1% in fees for the right to own a leveraged NVIDA fund, perhaps they should be considered actively managed. And while I do not question that active strategies in the ETF share class will continue to grow at an accelerated pace, I encourage Matt to look into the 401(k) marketplace for something else that mutual funds "have going for them".

It’s not about just being efficient from a cost perspective – it’s also about offering a differentiated product. ETF providers need to do both; creating a differentiated and superior product that is competitively priced and that’s what we are trying to help fund managers create. How we can achieve that is through true collaboration. The index providers like us work with the fund managers today as a partner. The research teams and quant teams are connected and the data sets and technology we have are just the tools to help present those choices, driving a true exchange of ideas. From this new framework we are customizing and providing a differentiated product at a competitive price.

#Storm7Consulting #UK #investments #ETFs Asset servicers and issuers of exchange traded funds (ETFs) name product complexity and T+1 settlement as some of the main challenges they face. KEY POINTS ◾ Calastone and ETF Stream carried out a research study on ETFs based on a survey of industry participants within the ETF primary market ecosystem, namely: 1️⃣ Asset Servicers; 2️⃣ Authorised Participants; and 3️⃣ Fund Issuers. ◾ The study found that over the past 30 years the ETF market has exhibited huge growth, with ETF assets under management (AUM) believed to total in the region of $12.71 trillion globally. ◾ Nevertheless, despite this accelerated demand there were also a number of challenges identified in the study. These included that: 1️⃣ ETF complexity has massively increased but regulation has failed to keep up pace; 2️⃣ many asset servicers are still relying on outdated technology (designed for mutual funds but adapted for ETFs); 3️⃣ many ETF systems in use today still rely on manual processes and spreadsheets, which results in inefficiencies and higher operational risks; 4️⃣ there were mismatches in settlement cycles identified across different markets; and 5️⃣ there was a desperate need for automation, efficiency, and standardisation identified within the ETF industry. ◾ In terms of the views of the participants, it was found that: 1️⃣ 38% of ETF issuers viewed T+1 (settlements) as one of the biggest challenges facing ETF primary market servicing; 2️⃣ 40% of asset servicers wanted the increasing complexity of ETFs addressed; 3️⃣ 40% of respondents believed that addressing ETF complexity issues would require further improvements in primary market servicing and technology; and 4️⃣ 44% of those surveyed said they did not believe asset servicers could meet the challenges taking into account the current state of ETF technology. LINKS: 🔹 ETF Express: https://lnkd.in/gX4YjCWt. 🔹 Investment Week: https://lnkd.in/g3k_rH5d. 🔹 Portfolio Adviser: https://lnkd.in/emaxH4TK. To receive notifications of new posts please follow #Storm7Consulting on LinkedIn: https://lnkd.in/e7wEZwBn. Thanks.