Press Releases

U.S. Equity Brokerage Commissions Drop for Eighth Consecutive Year

May 30, 2018

Total U.S. equity commission payments from institutional investors to brokers have fallen for eight consecutive years and are now down 45% from their peak.

Dawn of the Blockchain IPO

May 22, 2018

Stock certificates could someday be endangered, replaced by the new invasive species of security tokens. 

The Future of Investing is "Quantimental"

May 17, 2018

The line between fundamental and quantitative investing is blurring as fundamental investors adopt tools and approaches long employed by “quants.” 

Outdated Bank Tech Platforms Eroding Commericial Relationships

May 16, 2018

Commercial banks’ inability to keep pace with the digital capabilities of consumer platforms like Amazon, Uber and other slick retail banking websites is frustrating U.S. executives, who continue to struggle with cumbersome and often manual...

Versatility of ETFs Driving Usage Among European Institutions

May 15, 2018

Facing a set of fast-changing global market conditions, European institutional investors are utilizing the versatility of exchange-traded funds (ETFs) to adjust their portfolios, and integrating ETFs more deeply into both tactical and strategic...

Canadian Institutions Lead the World in ETF Investing

May 10, 2018

Canadian institutions that use ETFs allocate an average 18.8% of total assets to exchange-traded funds (ETFs)— the highest average allocation found in any institutional market in the world. 

Exchange-Listed Options: A Valuable Tool for Underfunded U.S. Pensions

May 3, 2018

Although U.S. pension funds  are looking  to address a serious funding crisis through allocations to alternative investments such as private equity and illiquid credit, many funds are still overlooking another tool that improves risk-...

Surging ETF Allocations In Fixed-Income Portfolios Drive Broader ETF Growth Among Asian Institutions

May 2, 2018

Investment in ETFs surged last year in Asian institutional fixed-income portfolios, where allocations to ETFs grew to 17.1% of total fixed-income assets, from just 6.6% in 2016.

Investment Consultants Help Institutional Investors Prep Portfolios For Shift In Market Environment

May 1, 2018

The continued pressure on plan sponsors to close funding gaps while managing risk is forcing U.S. institutional investors to take a hard look at their portfolio allocations.

ETFs Provide Valuable Versatility in a Newly Volatile Market

April 24, 2018

U.S. institutional investors preparing their investment portfolios for the return of volatility and the shift to a rising interest-rate environment are stepping up their use of exchange-traded funds.