Articles & Presentations
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9 Questions Every ETF Investor Should Ask Before Investing
Get answers to some of the most important questions every investor should ask before investing in ETFs. -
How ETFs Are Created and Redeemed
This piece explains the creation/redemption process and how this unique process sets ETFs apart from other investment vehicles. -
Using ETFs
Learn how to use ETFs for asset allocation, tax management, risk management and transition management. -
Understanding the Securities Lending Process
Learn how securities lending works in this overview, which reviews each step of the process.
ETFs: Fact or Fiction
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Do Exchange Traded Fund Settlements Frequently “Fail”?
Learn more about the ETF settlement process including creation/redemption and whether or not ETF trades frequently fail to settle. -
Separating ETF Facts From Fiction
Examine some of the events that have led to misconceptions about the stability, solvency, and risk management processes of exchange traded funds. Learn how investors will be better served by accurate understanding of how they are structured, regulated and traded. -
ETF Fact or Fiction: ETFs with Higher Short Interest Have Higher Risk
Learn how ETFs are traded and in particular, shorted, examining why ETFs with higher short interest do not necessarily carry higher risk. -
Fact or Fiction: An Exchange Traded Fund’s (ETF’s) Expense Ratio is Not the Only Factor That Determines Total Cost
Understand the components that contribute to an ETF's total cost, including liquidity and the bid-ask spread.
