News and Research

Weekly updates
ETFs: Millenials Leading the WayDecember 12, 2017

INDEX PERFORMANCE DATA TETF INDEX PERFORMANCE Vs. LEADING FINANCIAL INDEXES IN ETFs WE TRUST One of the trends supporting the growth of the ETF ecosystem is demographics. Many headlines report Millennials are choosing ETFs as their investment vehicle of choice more than any other generation. CURRENT ETF ADOPTION RATE  BY GENERATION Source: BlackRock Data Most … Continue reading “ETFs: Millenials Leading the Way”

Weekly updates
How to Navigate the ETFs Rising TidesDecember 04, 2017

In the month of November, US ETFs saw an additional $35.5 billion in flows bringing the total year to date $423 billion in new assets. ETF assets have grown by over 31% so far in 2017, exceeding the 10-year average growth rate which is closer to 20%. Blackrock/iShares has captured $197 billion or 46% of … Continue reading “How to Navigate the ETFs Rising Tides”

Weekly updates
ETF Weekly UpdatesNovember 28, 2017

There are many factors driving the growth in the ETF industry. At Toroso, we believe that those factors can be bifurcated into two categories: 1. INNOVATION FACTORS: Growth is driven by ETFs that provide unique access, exposures or structures as well as inventive revenue models. Those factors are clear when we look at the key … Continue reading “ETF Weekly Updates”

Weekly updates
Free Beta Isn’t The Only InnovationNovember 21, 2017

Each week we discussed the continued growth of ETF assets which has annualized at about 20% a year. We often discuss record flows or like last week a record number of 35 ETF launches. This week we are addressing a common question as to whether that growth is only driven by fee compression and therefore … Continue reading “Free Beta Isn’t The Only Innovation”

Weekly updates
ETF Industry Weekly HighlightsNovember 15, 2017

Last week Reggie Brown, the Godfather of ETFs, hosted the Cantor ETF Investment Revolution conference in Austin Texas.  In his key note speech, Reggie projected that global ETF assets will climb to $10 trillion over the next 7 years because they are simply “mutual funds with benefits”. The conference continued with some spectacular presenters including Michael Arone from … Continue reading “ETF Industry Weekly Highlights”