New Listings: A Fund Called XX Has Bet Nearly Everything on the S&P 500 Reaching 10,000
Most funds come with a risk section. This one has a risk heading that reads, in capitals,...
• About Bernie Thurston
Most funds come with a risk section. This one has a risk heading that reads, in capitals,...
I recently described a 62/38 weighting as a compliance constant wearing an index methodology’s...
Somewhere in a new prospectus sits the most honest sentence in asset management: the human will...
The Hong Kong stock exchange appears to have concluded that the most valuable part of an ETF is not...
Two faith-screened equity funds have appeared on the ASX, and the official record for one of them...
Key takeaways
Vanguard’s VOO took $27.54bn of net new money in August 2026 and closed the month...
Somewhere a naming committee put the words “Index” and “Active” in the same product title, signed...
There is now a fund that will pay you an income pegged to the dividend yield of the S&P 500, drawn...
Four letters, one trade, and two product teams, each of whom apparently assumed nobody else would...
Listing data has an awkward habit of knowing about a fund before the people who built it are...