ETF TV

Deborah Fuhr & Margareta Hricova

Each week, ETF TV, brought to you by Deborah Fuhr and Margareta Hricova, are joined by industry leaders to look at the business of ETFs from every angle; regulatory, construction, trading, risk and investment trends like ESG, Active and Crypto. We provide a weekly insight into the ETF ecosystem globally for ETF professionals and investors.

  1. 29 DE JUL.

    Watch André Müller-Wegner of UBS Asset Management discuss how investor expectations for ETFs are evolving

    ETF TV welcomes André Müller-Wegner of UBS Asset Management to discuss how investor expectations for ETFs are evolving ETF TV, the premier source for insights into the world of exchange traded funds (ETFs), issuers, and investments, is pleased to announce its latest episode featuring industry expert André Müller-Wegner, Head of Client Coverage at UBS Asset Management, who joins Margareta Hricova and Deborah Fuhr on ETF TV to discuss how investor expectations for ETFs are evolving. André Müller-Wegner discusses the ETF Evolution and UBS Asset Management’s Strategic Response Investor Expectations Are EvolvingInvestor demand is shifting from purely passive strategies to more actively managed ETFs that align with long-term goals such as sustainability, income generation, and diversification. UBS is responding by leveraging its 25 years of ETF experience and 35 years in index strategies to deliver cost-efficient, high-quality solutions for clients. UBS’s Differentiated ETF Platform Leadership in sustainable ETFs, including the first MSCI SRI ETFs launched in 2011Innovation in currency-hedged share classesStrong presence in commodity ETFs with over $10 billion AUMExpansion into core fixed income ETFs, offering diversified exposure to high-quality bondsPlans to integrate active fixed income and thematic equity strategies into ETF wrappers Strategic Outlook: 2025 and BeyondUBS sees ETFs becoming central to portfolio construction, not just as passive tools but as strategic building blocks. The firm is focused on: Expanding core and active offeringsEnhancing sustainable and thematic solutionsDelivering value, choice, and confidence through innovation and scale UBS’s client-first approach and broad capabilities position it for the next phase of ETF industry growth. You can watch this and previous ETF TV episode on: YouTube. Learn More For further information on UBS Asset Management visit UBS Asset Management | UBS Global Follow ETF TV on LinkedIn via our company page and join the ETFs Network group Visit our website to watch other episodes of ETF TV, explore ETF industry news, and register to receive updates at: www.ETFtv.net  Disclaimer: ETF TV is a news update and is intended for informational purposes only. ETF TV does not provide investment advice nor recommend products. If you are interested in sponsoring, being a guest, or have any questions about ETF TV, please email deborah.fuhr@etftv.net.

    4min
  2. 22 DE JUL.

    Watch David Tsoi of Nasdaq discuss the evolving role of index providers

    ETF TV Welcomes David Tsoi of Nasdaq to discuss the evolving role of index providers   ETF TV, the premier source for insights into the world of exchange-traded funds (ETFs), issuers, and investments, is pleased to announce its latest episode featuring industry expert David Tsoi, Head of Index Research, APAC at Nasdaq, who joins Margareta Hricova and Deborah Fuhr on ETF TV to discuss the evolving role of index providers. David Tsoi emphasizes that index providers have transitioned from being mere creators of benchmarks to strategic partners in the investment ecosystem. Their role now encompasses: Accessibility & Inclusivity: Making investments more approachable for a broader audience.Comprehensive Services: Offering research, distribution, and marketing support.Thought Leadership: Providing educational content that enhances client engagement and supports financial advisors in guiding investment decisions.Acting as unbiased entities compared to product providers, which adds credibility. Asset managers can extract significant value by: Collaborating on Product Development: Especially for niche and thematic exposures.Leveraging Nasdaq’s Expertise: In identifying long-term megatrends and aligning index construction with client goals.Brand Enhancement: Using Nasdaq’s reputation for innovation to boost product visibility and investor trust. Innovation in Thematic Indexing Thematic indexing is undergoing a transformation driven by technology and AI:Advanced Data & Design: More sophisticated inputs and transparent methodologies.AI-Driven Screening: Nasdaq’s Global AI and Big Data Index uses AI to analyze patent filings and identify companies deeply involved in themes like deep learning and cybersecurity.Transformer-Based Models: These models tag patent data to relevant tech labels, ensuring pure-play exposure to thematic areas. Key Takeaway Index providers like Nasdaq are no longer just data suppliers—they are strategic enablers of innovation, education, and growth in the investment landscape. Their evolving role supports asset managers in creating differentiated products and engaging investors more effectively. Make sure to follow us on LinkedIn – ETF TV LinkedIn page and group: https://www.linkedin.com/company/40664263/admin/dashboard https://www.linkedin.com/company/2498839/admin/dashboard For further information on Nasdaq visit www.nasdaq.com To watch other episodes of ETF TV:  https://www.etftv.net/ ETF TV is your insight into the world of exchange-traded funds, issuers and investment. Register to receive updates and watch prior episodes at www.ETFtv.net.   Disclaimer: ETF TV is a news update and is intended for informational purposes only. ETF TV does not provide investment advice nor recommend products. If you are interested in sponsoring, being a guest, or have any questions on ETF TV, please email deborah.fuhr@etftv.net.

    6min
  3. 9 DE ABR.

    Watch Ronald Landry of CIBC Mellon discuss changing investor demographics and impact on ETFs

    ETF TV welcomes Ronald Landry of CIBC Mellon to discuss changing investor demographics and impact on ETFs ETF TV, the premier source for insights into the world of exchange-traded funds (ETFs), issuers, and investments, is pleased to announce its latest episode featuring industry expert Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon, joins Deborah Fuhr on ETF TV to discuss changing investor demographics and impact on ETFs.  Changing Investor Demographics and Impact on ETFs Ron Landry highlighted a significant shift in investor demographics, noting that younger generations are increasingly entering the investment market through ETFs, unlike their parents or grandparents who preferred mutual funds. Despite this trend, ETFs are now popular across all age groups. Landry emphasized the importance for ETF providers to tailor their engagement strategies to resonate with different generational investors. For example, younger investors are more engaged through platforms like Reddit, while older generations prefer traditional methods. Successful engagement requires meeting investors where they are and effectively communicating the message. Outlook for 2025 Landry expressed optimism for the ETF market in 2025, marking the 35th anniversary of ETFs, which were first launched in Canada. The year has started strong with $16 billion in inflows, nearly $6 billion more than the same period last year. He anticipates a great year for ETFs, despite some challenges faced by smaller ETF issuers in distribution. These issuers are shifting towards direct-to-investor models. Notably, over 80% of the flows are directed to the top ten issuers in Canada. ETFs have grown remarkably, from 6% of investment fund assets in 2014 to 20% last year. Landry projects that ETFs could constitute 50% of investment fund assets in Canada within the next seven to ten years, driven by lower costs and better product access. Overall, the Canadian ETF market continues to evolve with innovative products tailored to highlighting the changing demographics of investors, the growing popularity of ETFs, and the optimistic outlook for the ETF market in 2025. This episode provides valuable insights into the current trends in the ETFs industry in Canada. Or make sure to follow us on ETF TV LinkedIn and Twitter. The episode was sponsored by CIBC Mellon. For further information go to cibcmellon.com To watch other episodes of ETF TV: etftv.net   ETF TV is your insight into the world of exchange-traded funds, issuers and investment. Register to receive updates and watch prior episodes at etftv.net   Disclaimer: ETF TV is a news update and is intended for informational purposes only. ETF TV does not provide investment advice nor recommend products. If you are interested in sponsoring, being a guest, or have any questions on ETF TV, please email contact@etfgi.com

    3min
  4. 19 DE MAR.

    Ronald Landry, CIBC Mellon discusses what is needed to continue the adoption in the use of ETFs

    ETF TV welcomes Ronald Landry of CIBC Mellon to discuss what is needed to continue the adoption in the use of ETFs ETF TV, the premier source for insights into the world of exchange-traded funds (ETFs), issuers, and investments, is pleased to announce its latest episode featuring industry expert Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon, joins Deborah Fuhr on ETF TV to discuss what is needed to continue the adoption in the use of ETFs in Canada. Key Discussion Points: Driving Adoption of ETFs:Need for ongoing education to demystify myths surrounding ETFs. He highlighted the importance of expanding distribution channels, particularly digital platforms, to improve accessibility. As brokers streamline their offerings, making ETFs more accessible through robo-advisors and interactive client tech platforms is crucial. Regulatory Environment in Canada:Several regulatory changes impacting the ETF industry. The most significant is total cost reporting, which enhances transparency regarding the costs of holding mutual funds and ETFs. This transparency could drive more assets towards ETFs. Additionally, the Canadian Securities Administrators (CSA) are reviewing ETF regulations, focusing on guidance and best practices rather than new rules. Lastly, changes in disclosure requirements are being revamped to improve investor engagement. Role of Technology:Technology plays a vital role in the growth and development of ETFs and mutual funds. Ron highlighted the use of AI, data science, and fintech collaborations to enhance distribution and access. Technology also helps manage risk, improve efficiencies, and reduce costs, which are key trends in the industry. Overall, the Canadian ETF market continues to evolve with innovative products tailored to investor preferences and market conditions. This episode provides valuable insights into the current trends in the ETFs industry in Canada. The episode was sponsored by CIBC Mellon. For further information go to ⁠cibcmellon.com

    3min
  5. 6 DE MAR.

    Ronald Landry, CIBC Mellon discusses the current trends in the ETFs industry in Canada

    ETF TV welcomes Ronald Landry of CIBC Mellon to discuss the current trends in the ETFs industry in Canada ETF TV, the premier source for insights into the world of exchange-traded funds (ETFs), issuers, and investments, is pleased to announce its latest episode featuring industry expert Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon, joins Deborah Fuhr on ETF TV to discuss the current trends in the ETFs industry in Canada. This interview highlights insights into the current state and trends of Exchange Traded Funds (ETFs) in Canada. Here’s a summary: Types of Rapidly Growing ETFs: Ron noted significant growth in enhanced income and dividend ETFs this year. Additionally, BMO’s introduction of SPDR sector index products has been noteworthy. Crypto ETFs have regained momentum, with new offerings such as “Solana and Ripple ETFs” entering the market. Active ETFs now represent over 30% of the Canadian ETF landscape.Investor Reactions to ETFs: Investors appreciate ETFs for being low-cost, transparent, and accessible on digital platforms. Thematic and niche-style ETFs, often accompanied by creative tickers, are popular among buyers. Their simplicity and ease of understanding further fuel their appeal.Emerging ETF Trends: With falling interest rates, traditional high-interest savings products have become less attractive. Enhanced income ETFs, including fixed income and dividend-focused options, are gaining popularity. Single-day ETFs offering higher yields and performance boosters are also resonating in the market. Overall, the Canadian ETF market continues to evolve with innovative products tailored to investor preferences and market conditions. This episode provides valuable insights into the current trends in the ETFs industry in Canada. The episode was sponsored by CIBC Mellon. For further information go to cibcmellon.com

    2min
  6. 3 DE FEV.

    Sanjay Arya, Morningstar Indexes, discusses the growing interest in private markets

    ETF TV Welcomes Sanjay Arya, Morningstar Indexes to discuss the growing interest in private markets ETF TV, the premier source for insights into the world of exchange-traded funds (ETFs), issuers, and investments, is pleased to announce its latest episode featuring industry expert Sanjay Arya, Head of Innovation at Morningstar, joins Margareta Hricova and Deborah Fuhr on ETF TV to discuss the growing interest in private markets.  There's a lot of interest in private markets. Why is that and what does that cover? Coverage: Private markets include four areas: private equity (including venture capital), private debt, infrastructure, and real estate.  Growth: Significant growth over the past two decades due to regulatory changes.  Key Regulations: Sarbanes-Oxley (2002), Dodd-Frank (2012) increase the burden on publicly listed companies.  Favorable Conditions: Jobs Act (2012) boosts participation in private companies by increasing investor numbers. Nontraditional Investors: Corporate VCs, hedge funds, and mutual funds entering the space bring more capital. What are some of the challenges in creating indices and valuing Private Equity?  Data Accessibility: Difficult to access data due to lack of disclosure requirements for private companies. Valuation: Market agreement on asset values is crucial.  Governance: Importance of high standards and avoiding conflicts of interest.  Solutions for Challenges: Pitchbook Data: Access to best private company data through Pitchbook. Industry Research: Collaboration with industry experts for accurate pricing. Experience: Morningstar's 25 years of experience in building indexes helps meet requirements. How can investors invest in Private Equity? Current State: Challenging asset class to invest in. Evolution: Comparison to fixed income markets; potential growth through secondary markets. Opportunities: Platforms available for trading late-stage venture-backed companies like SpaceX and Open AI. This episode provides valuable insights into the evolving private markets landscape and where opportunities for ETFs may evolve. The episode was sponsored by Morningstar Indexes.  For further information https://indexes.morningstar.com/

    5min
  7. 13/08/2024

    Jeremy Senderowicz, Vedder Price, discusses regulatory changes impacting ETFs

    ETF TV Welcomes Jeremy Senderowicz, Vedder Price, to Discuss Regulatory Changes Impacting ETFs ETF TV, the premier source for insights into the world of exchange-traded funds (ETFs), issuers, and investments, is pleased to announce its latest episode featuring industry expert Jeremy Senderowicz, Shareholder at Vedder Price, who joins Margareta Hricova and Deboah Fuhr on ETF TV to discuss significant regulatory changes impacting the ETF industry. Key Highlights: This episode provides valuable insights into the evolving regulatory landscape and its implications for the ETF industry. Approval of Bitcoin and Ether ETFs: Jeremy Senderowicz discusses the SEC’s recent approval of spot Bitcoin ETFs in January and Ether ETFs in July, following a court order. This marks a significant development in the ETF landscape. Swing Pricing Proposal: The SEC has retreated from its swing pricing proposal, which could have led many mutual funds to convert to ETFs. The proposal is expected to be reproposed without swing pricing requirements. ETF Share Classes of Mutual Funds: With the expiration of Vanguard’s patent, many registrants have applied to offer ETFs as a share class of mutual funds. However, the SEC has yet to approve any applications and is not expected to do so soon. Regulatory Impact on the ETF Marketplace: Senderowicz identifies three key regulatory developments shaping the ETF market: Adoption of the ETF rule, simplifying the process for managers to offer ETFs. Growth of white label platforms, enabling managers to offer ETFs without extensive infrastructure. Approval of semitransparent activities, attracting major managers to the ETF business. Derivatives Rule: The adoption of the derivatives rule has opened the market to new competitors and introduced leverage and inverse single stock ETFs, creating new product lines in the ETF marketplace. Impact of Upcoming Election: The election outcome will influence the SEC’s stance on approving mutual fund ETF share classes and Solana ETFs. The party that wins the election will likely determine the approval of these applications. This episode provides valuable insights into the evolving regulatory landscape and its implications for the ETF industry. For further information on VedderPrice  https://www.vedderprice.com/

    5min
  8. 24/07/2024

    Lee Bartholomew, Eurex discusses the benefits of options on ETFs for investors on ETF TV

    Lee Bartholomew, Global Head of Fixed Income and Currencies Product Development for Eurex, joins Margareta Hricova and Deboah Fuhr on ETF TV to discuss the benefits of ETF options for investors on ETF TV. The ETFs industry in Europe has seen significant growth, with $2.04 trillion invested by the end of June. This growth has enhanced the market infrastructure for ETFs, particularly through the development of ETF options. Benefits of ETF options for investors: Market Positioning: The business spans cash and derivatives, with a focus on passive investment growth. This has led to a robust global index derivatives business, covering fixed income, equity, and commodities. Product Ecosystem: The aim is to create a comprehensive product ecosystem that includes both cash and derivatives, catering to multi-strategy and fixed income specialist portfolios. This includes tools like credit futures and treasury options, which are physically settled. Fixed Income ETF Options: The decision to launch these options was driven by significant growth in the US market, driven by both institutional and retail demand. The goal was to provide European asset managers with accessible, UCITS-compliant products. US vs. Europe: The US has a more advanced ETF options market with a strong retail presence. In Europe, the market is primarily institutional, with products used for various strategies such as volatility arbitrage, covered calls, and tactical hedges. Client Needs: The focus is on how ETF options can replicate desired risks cost-effectively and provide deep liquidity. Clients are increasingly comfortable using listed products alongside OTC options for comprehensive market access. For further information on Eurex, go to www.Eurex.com

    4min

Sobre

Each week, ETF TV, brought to you by Deborah Fuhr and Margareta Hricova, are joined by industry leaders to look at the business of ETFs from every angle; regulatory, construction, trading, risk and investment trends like ESG, Active and Crypto. We provide a weekly insight into the ETF ecosystem globally for ETF professionals and investors.