ETF TV welcomes Paul Lohrey of CRSP to discuss the Evolution of Market Indexes and Financial Inclusion
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 Paul Lohrey, Managing Director of Strategy and Analytics at CRSP, who joins Margareta Hricova and Deborah Fuhr on ETF TV to discuss the Evolution of Market Indexes and Financial Inclusion.
In a compelling conversation, Paul Lohrey of CRSP and Margareta Hricova and Deborah Fuhr explore how stock market indexes have evolved—and why it matters for investors today. Lohrey highlights how daily market volatility often masks deeper structural shifts in equity markets, including changes in the number of listed companies and increasing concentration.
From the Dow Jones to the S&P 500 and Russell 3000, index construction has historically been limited by technology and fixed constituent counts. Lohrey explains how CRSP’s dynamic approach—capturing 99.8% of U.S. market capitalization—offers a more adaptive and inclusive framework. This methodology adjusts to market size and concentration, enabling more accurate segmentation across large-, mid-, and small-cap stocks.
The discussion underscores the importance of using benchmarks that evolve with the market, especially for institutional investors seeking long-term consistency and portfolio relevance.
And make sure to follow us on LinkedIn – ETF TV company page and ETFs Network group
For further information on CRSP visit www.crsp.org
To watch other episodes of ETF TV: https://www.etftv.net/
If you are interested in sponsoring, being a guest, or have any questions on ETF TV, please email deborah.fuhr@etftv.net
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 Evolving
Investor 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
Strategic Outlook: 2025 and Beyond
UBS sees ETFs becoming central to portfolio construction, not just as passive tools but as strategic building blocks.
The firm is focused on:
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.
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:
Asset managers can extract significant value by:
Innovation in Thematic Indexing
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.
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
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
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:
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
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?
What are some of the challenges in creating indices and valuing Private Equity?
How can investors invest in Private Equity?
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/
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.
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/
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
Lukas Ahnert, Senior Product Strategist for Xtrackers, joins Margareta Hricova and Deboah Fuhr on ETF TV to share insights on market performance and managing risk on ETF TV
The key points of the discussion are:
– Artificial Intelligence (AI) is a major driver of performance in the US market, with a small group of companies, the “Magnificent Seven” or “Great Eight,” leading the way in translating AI technology into earnings growth.
– The S&P 500 has become concentrated, with the top ten companies making up over 30% of the index, which has implications for index-based investors, including idiosyncratic risks.
– To address these risks, investors are adopting strategies like equal weighting, which allocates evenly across all constituents of the S&P 500, leading to a more balanced sector allocation and reduced concentration risks.
– Another strategy is investing in the AI theme broadly to capture the benefits while avoiding single-name risks associated with large market cap companies.
– For global equity investors, the current market dynamics mean an outperformance of larger companies and certain sectors, resulting in a 70% US and 30% ex-US allocation in global equities.
– World ex-US is seen as a valuable component for constructing investment portfolios in 2024, offering a straightforward approach to balance US allocations and allowing more involvement in index selection.
The conversation emphasizes the importance of managing concentration risks and diversifying investment strategies in response to the evolving market landscape.
For further information on Xtrackers go to https://etf.dws.com/en-gb/
Disclaimer:
DWS is the brand name of DWS Group GmbH & Co. KGaA and its subsidiaries under which they do business. The DWS legal entities offering products or services are specified in the relevant documentation. DWS, through DWS Group GmbH & Co. KGaA, its affiliated companies and its officers and employees (collectively “DWS”) are communicating this document in good faith and on the following basis.
This document is for information/discussion purposes only and does not constitute an offer, recommendation or solicitation to conclude a transaction and should not be treated as investment advice.
This document is intended to be a marketing communication, not a financial analysis. Accordingly, it may not comply with legal obligations requiring the impartiality of financial analysis or prohibiting trading prior to the publication of a financial analysis.
This document contains forward looking statements. Forward looking statements include, but are not limited to assumptions, estimates, projections, opinions, models and hypothetical performance analysis. No representation or warranty is made by DWS as to the reasonableness or completeness of such forward looking statements. Past performance is no guarantee of future results.
The information contained in this document is obtained from sources believed to be reliable. DWS does not guarantee the accuracy, completeness or fairness of such information. All third party data is copyrighted by and proprietary to the provider. DWS has no obligation to update, modify or amend this document or to otherwise notify the recipient in the event that any matter stated herein, or any opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes inaccurate.
Investments are subject to various risks. Detailed information on risks is contained in the relevant offering documents.
No liability for any error or omission is accepted by DWS. Opinions and estimates may be changed without notice and involve a number of assumptions which may not prove valid.
DWS does not give taxation or legal advice.
This document may not be reproduced or circulated without DWS’s written authority.
This document is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, including the United States, where such distribution, publication, availability or use would be contrary to law or regulation or which would subject DWS to any registration or licensing requirement within such jurisdiction not currently met within such jurisdiction. Persons into whose possession this document may come are
© 2024 DWS International GmbH CRC: 101439
Olivier Paquier, the Global Head of ETF Sales at AXA Investment Managers (AXA IM), joins Margareta Hricova and Deboah Fuhr on ETF TV to share insights on AXA IM’s ETF strategy.
AXA IM entered the ETF industry approximately 18 months ago. With a rich history of over 25 years in portfolio management, AXA IM views ETFs as a logical progression given their expertise in three key areas:
AXA IM has strategically focused on Paris Aligned Benchmarks (PAB) within their ETF offerings. Here are the key points:
In summary, AXA IM aims to be a leading UCITS ETF provider by 2026 by leveraging their expertise in fixed income, active management, and ESG considerations
For further information on AXA IM go to www.axa-im.com
Charlie Shaffer, the President and Chief Revenue Officer at TIFIN AMP, joins Margareta Hricova and Deboah Fuhr on ETF TV to discuss how TIFIN AMP leverage data to provide personalised intelligence at scale for asset managers.
Charlie Shaffer, the President and Chief Revenue Officer (CRO) at TIFIN AMP, brings deep knowledge and roots in the world of fund distribution and transition management. Previously, he served as the Head of Distribution at Voya Investment and the Global Head of Distribution at Credit Suisse Asset Management. His expertise lies in addressing the challenges faced by asset managers dealing with an exponential increase in data over the past decade. The proliferation of CRM, digital marketing, social media, and third-party data has made integration nearly impossible. TIFIN AMP’s solution involves creating a data fabric that unifies and ingests various types of data, both structured and unstructured. By designing this fabric for intelligence, they empower asset managers with precision and actionable insights. Rather than blaming the CRM tools, TIFIN AMP focuses on leveraging data to drive personalized intelligence at scale for asset managers.
For further information on TIFIN AMP go to www.tifinamp.com/
Dave Shastri of Truss Edge, joins ETF TV to discuss the benefits of portfolio management solutions for ETF issuers
Portfolio management solutions play a crucial role in the ETF ecosystem.
Infrastructure Support:
Using a single integrated investment platform covering the front, middle, and back office relieves asset manager from infrastructure headaches.
Index-Focused Solution:
Automated solution integrates with existing legacy infrastructure to cover the ETF life cycle.
Challenges Addressed:
Large asset managers transitioning into the ETF space need support in dealing with market makers, authorized participants (APs), administrators, and custodians.
In summary, Truss Edge empowers asset managers to navigate the complexities of ETF management, streamline operations, and focus on investment strategies while maintaining a robust infrastructure.
For further information on Truss Edge go to www.trussedge.com
Dan Madden, Head of ETF Capital Markets at Northern Trust, joins ETF TV to explain the role of the ETFs capital markets team at an ETF issuer.
Dan explains the three primary roles the capital markets team fulfils:
Working with the right market participants is key:
The capital market team’s role is multifaceted: they navigate the complexities of ETF capital markets, fosters collaboration, and promotes informed decision-making. The team plays a critical role in the ETF ecosystem.
For further information on Northern Trust go to NorthernTrust.com
Chad Wood, ETF Strategist at Mackenzie Investments joins ETF TV to discuss what Canadian investors should know when using ETFs.
We discuss three typical misconceptions investors have about ETFs. One of the misconceptions we see, especially with speaking to end clients, is just what is an ETF. Number two we see quite a bit is around liquidity. Now number three is around how do you compare two ETFs when it comes to spread. Moving on to number four is foreign withholding taxes.
For further information on Mackenzie Investments go to www.mackenzieinvestments.com
Dr. Xiaolin Chen, Head of International at KraneShares unpacks her views on the Chinese economy and the wider implications on global markets. This is a very important year for China, as this is the second year of President Xi Jinping’s third term. This is the year that they have to deliver the economic results for them to achieve all the economic goal they have set out at the beginning of the third year, which is to modernize the society and urbanize the society. Last year, China delivered 5.2% of GDP growth. This year, we think they’re going right around that level, if not higher than that level.
China is now reforming its financial markets means allowing for environmental, oil, bank, owned insurance on some of the industries and sectors used to be very restricted with foreign investments. They become more open, more welcoming international investments.
For further information on KraneShares go to https://kraneshares.com/
We discuss how the integration of staking rewards combined with customization has set a new standard for digital asset indexes.
MarketVector and Figment have aligned to provide a more comprehensive measure of the value of Ethereum. The partnership marries MarketVector’s expertise in index administration with Figment’s best-in-class Ethereum rewards rate reporting.
The MarketVectorTM Figment Ethereum Staking Reward Reference Rate measures the annualized rate resulting from staking ETH on Ethereum. The Rewards Rate encompasses rewards from all activities on the Consensus Layer, including block proposals, attestations, sync committee, slashing reporting and the Execution Layer, including priority transaction fees and MEV. Penalties incurred from slashing are automatically deducted.
The MarketVectorTM Figment Ethereum Total Return Index takes a comprehensive and flexible approach by combining Ethereum’s Consensus and Execution Layer rewards with the daily market price. This approach provides a holistic perspective on Ethereum’s performance, considering all possible reward sources and slashing incidents while utilizing reliable exchange data to capture the market price of Ethereum.
A first-mover in staking-as-a-service, Figment provides staking and data solutions to some of the largest institutions in the digital asset space. MarketVector IndexesTM (“MarketVector”) together with Figment introduce two innovative indexes to provide a more comprehensive measure of the value of Ethereum. Learn how the partners have worked to combine Ethereum’s market performance with staking rewards into an innovative, customizable benchmark.
The first products co-created by MarketVector and Figment include the soon-to-be-launched the MarketVectorTM Figment Ethereum Staking Reward Reference Rate and the MarketVectorTM Figment Ethereum Total Return Index. While the partnership’s initial focus is on solutions for institutions and investors in Ethereum, this partnership paves the way to expand and extend these capabilities to other digital assets in the future.
The MarketVectorTM Figment Ethereum Staking Reward Reference Rate is a daily annualized rate of Ethereum rewards. These products are tailor-made for institutions, marrying MarketVector’s expertise in index administration with Figment’s best-in-class Ethereum rewards capture. Our initial focus is on Ethereum (ETH), paving the way for future opportunities to expand and extend these innovative products to other assets.
For more information please visit MarketVector website
ETF TV #130 Steven Schoenfeld, Chief Executive at MarketVector Indexes discusses economic exposure indexes, investable strategies for a global world in flux.
Julie Cane, CEO, Managing Partner at Democracy Investments discusses her journey from navy aviator to democracy ETF with Margareta Hricova and Deborah Fuhr on ETF TV
Patricia Lizarraga, Managing Partner, Hypatia Capital Group, discusses the case for investing women-led companies in the US with Margareta Hricova and Deborah Fuhr on ETF TV.