Individual Investors

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The ETFS Battery Tech & Lithium ETF (ACDC) was recently rebalanced on Friday 20th May. As part of this rebalance, new index rules were applied to improve liquidity and ESG filters: The equally weighted fund has increased its reconstitution frequency from once per year in November, to now twice per year in May and November. Any company included in the ESG exclusions list will be removed from the Index universe. A liquidity cap has been introduced, replacing the tiered liquidity system. This is to limit potential market impact when ETFs tracking the index rebalance and manage inflows/outflows. ETFs tracking the index cannot collectively own more than 7.5% of a company to prevent governance issues. ...
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Regardless of whether you are a novice investor or an experienced one, it is always useful to refresh and expand your knowledge of ETFs. Our ETFs 102 Webinar – Trading Strategies, touched on interesting insights into the world of trading ETFs, and below are some of the burning questions investors had following it. Now that ETFs are easily accessible to the investor directly, is there a need for a Financial Advisers anymore considering that eTorro and online trading platforms has pretty much made the stockbroker obsolete? Financial advisers provide more than just asset management. They also provide things like income and annuity management, insurance advice and behavioural coaching for savers. We do not believe that ETFs are a threat to financial advisers. On the contrary, a lot of ETFs are built as tools with financial advisers in mind. How do the market makers cope on a day when the market crashes and everyone is selling, and no one is buying? And in what circumstances would you be unable to trade ETFs? ...
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