LSEG Lipper expands ETF Daily Holdings coverage globally

We are welcoming three new equity ETFs from DWS Group on Xetra! The Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF invests in 100 US companies that are characterized by high and stable shareholder returns. The selection process begins with companies from the S&P 500 that have a positive shareholder yield. These are then sorted according to their shareholder yield and filtered using quality indicators such as free cash flow, debt, and return on equity. The Xtrackers S&P 500 GARP UCITS ETF invests in 100 selected US companies with high market capitalization. The selection process first screens for sustainable earnings and revenue growth and then evaluates quality and value. The Xtrackers S&P 500 Market Leaders UCITS ETF invests in 50 large US companies with high market capitalization that are considered market leaders. The companies are selected based on their market leader score, which is composed of sustainable free cash flow margin, return on invested capital, and market share. https://lnkd.in/e5EeeztM

Our CEO, Michael O'Riordan, joins Ignites Europe today to discuss the rise of semi-transparent ETFs and what this could mean for active managers entering the ETF space. Tune in today for insights on how regulation and innovation are reshaping the European ETF ecosystem, link to register in the comments.

The research house said ETFs could render traditional active fund managers “obsolete”, given they usually provide stronger returns and cheaper fees. Read more: https://ebx.sh/1M9sho

We’re expanding our segregated fund lineup to give investors more choice and flexibility and breaking new ground with modern solutions. We’re adding 10 new innovative solutions to help diversify and customize clients’ portfolios. ✅ Including 6 new ETF mandates, attractively priced and built for today’s market ✅ First-to-market Sun Life PICTON segregated fund offering, and more. ✅ Innovation + guarantees = the best of both worlds. Learn more: https://ow.ly/OlUV30sQhCO

We’re expanding our segregated fund lineup to give investors more choice and flexibility and breaking new ground with modern solutions. We’re adding 10 new innovative solutions to help diversify and customize clients’ portfolios. ✅ Including 6 new ETF mandates, attractively priced and built for today’s market ✅ First-to-market Sun Life PICTON segregated fund offering, and more. ✅ Innovation + guarantees = the best of both worlds. Learn more: https://ow.ly/OlUV30sQhCO

Molly Landes, Head of ETF Capital Markets at Allspring Global Investments, joined us at #FutureProof2025 to discuss how the firm is expanding access to active strategies through the ETF wrapper and why the mid cap space is attracting more advisor attention. With eight new ETFs rolled out in the past year—spanning equity and fixed income—Allspring is building the tools advisors need for smarter portfolio construction in today’s market. Curious how mid caps can help you diversify away from the Magnificent Seven while staying tapped into innovation? Watch the full interview with The Wealth Advisor here. #ActiveETFs #MidCapOpportunities #AdvisorInsights #PortfolioDiversification #FutureProof2025 #WealthManagement #InvestmentStrategy

The PME (public market equivalent) method sucks: Grab your coffee, let's look at the chart. We'll compare the performance of a closed-end fund (BLUE LINE) and a public ETF. Our hypothetical fund deployed $50 on date A and returned $95 to the investor on date B. 🎉 The fund generated a 90% return over the period, while the ETF yielded only a 67% return during the same time frame. The closed-end fund has clearly outperformed, right?? Well, no so fast, grasshopper 🦗 What this doesn't capture is some point C that happened some time BEFORE A, when an investor committed $100 to the closed-end fund (remember, the fund only deployed $50 of the committed capital at point A) In today's post, Hanoch Frankovits explains why the PME is not really an apples-to-apples comparison. He'll also tell you how evergreen vehicles will kill this method. 👉 The post is not paywalled - because you need to really understand this if you invest in private markets https://lnkd.in/gaEW2aZc

We’re expanding our segregated fund lineup to give investors more choice and flexibility and breaking new ground with modern solutions. We’re adding 10 new innovative solutions to help diversify and customize clients’ portfolios. ✅ Including 6 new ETF mandates, attractively priced and built for today’s market ✅ First-to-market Sun Life PICTON segregated fund offering, and more. ✅ Innovation + guarantees = the best of both worlds. Learn more: https://ow.ly/ierG30sQhCQ

We’re expanding our segregated fund lineup to give investors more choice and flexibility and breaking new ground with modern solutions. We’re adding 10 new innovative solutions to help diversify and customize clients’ portfolios. ✅ Including 6 new ETF mandates, attractively priced and built for today’s market ✅ First-to-market Sun Life PICTON segregated fund offering, and more. ✅ Innovation + guarantees = the best of both worlds. Learn more: https://ow.ly/cnZE50X8xVc

As the financial needs of Canadians evolve, Sun Life Global Investments remains committed to delivering modern and innovative solutions for long-term financial security. We’re excited to announce our collaboration with PICTON Investments to bring two first-to-market segregated fund options. In addition we're introducing 6 new index-tracking ETF segregated fund offerings to Canadians to meet their ever changing financial needs. These solutions offer more choice and protection for investors, helping them build with confidence. Find out more below! #SunLifeGlobalInvestments #SegFunds #ETFSeries #Innovation