The Heartbeat Of ETF Tax Efficiency
ETFs are known for tax efficiency, particularly around annual capital gains distributions. Their in-kind redemption process allows for the washing out of appreciated stock positions….
Read MoreETFs are known for tax efficiency, particularly around annual capital gains distributions. Their in-kind redemption process allows for the washing out of appreciated stock positions….
Read MoreBryan Adams, Director, FactSet M&A; Matt Vodicka, Associate Product Manager, Core Applications; and Varun Rampall, Associate Product Manager, Research Product Development contributed to this article. [REITs] As 2017 draws to…
The insurance industry is all about managing risk, and, for insurance companies, projecting cash flows is an integral part of how they manage that risk….
Year end is the perfect time to consider the advantages of the ETF structure over traditional mutual funds. The creation/redemption mechanism that differentiates ETFs from…
Today’s analysts, be they quantitative or fundamental, are presented with endless amounts of alternative data that can deliver insights never before possible. Whether it be…
Each week, Earnings Insight offers analysis on critical trends impacting the S&P 500. After an eventful Q3, we’ve compiled some of the most interesting developments…
For 2018, the bottom-up EPS estimate (which reflects an aggregation of the median EPS estimates for all of the companies in the index) for the…
Ellen Haenszel, Senior Consultant contributed to this article. What do the Milwaukee Bucks, Paris Saint-Germain F.C., and the New York Yankees have in common? Aside from…
On November 13, General Electric held its first investor day under new CEO John Flannery. During the event, Flannery revealed plans for the 125-year-old company…
Six months ago, we highlighted data showing that the eurozone appeared ready to emerge from the economic doldrums. Since then, the outlook for Europe as…
While all publicly traded U.S companies report EPS on a GAAP (generally accepted accounting principles) basis, many U.S. companies also choose to report EPS on…
For investors, it’s getting easier to make money with ETFs, as issuers keep getting squeezed on costs. This is great news for ETF investors, but…
Being an asset owner is hard! Plan management and risk oversight (by itself a nebulous and often thankless task) can dominate the agenda, leaving investment…
On September 7, Amazon announced that it is searching for a location for a second corporate headquarters (HQ2) in North America and would be accepting…
The world’s population is exploding at a precipitous rate, on track to grow by two billion people over the next 40 years. Population growth is…