IndexUniverse.com

IU In The News
By Ashli Smith |

February 17, 2010

Marketwatch

Soros Loaded Up On GLD

Investors yanked more than $13 billion during the first three weeks of 2010 alone, according to IndexUniverse.com. The oldest and most highly traded ETF had ...


February 10, 2010

New York Times

What to Look For in an Online Broker

“That caused a big ripple in the ETF industry, because Schwab is a serious competitor,” said Matt Hougan, editor of IndexUniverse.com. ...


February 9, 2010

MarketWatch

TIPS and VIX are Hot

However, the esteemed bloggers over at IndexUniverse.com are raising questions today about all the money flooding into TIP. Specifically, they wonder if ...


February 2, 2010

Business Week

Fidelity Slashes Commissions in Challenge to Schwab

“This strikes me as a direct response to Schwab,” Jim Wiandt, publisher of IndexUniverse.com in New York, said today in an e-mail. ...


February 1, 2010

Wall Street Journal

Risks Lurk for ETF Investors

Spreads of more than five to 10 cents "would concern me," says Matt Hougan, editor of IndexUniverse.com. "If it's 50 cents, I would run screaming. ...


January 22, 2010

New York Times

ETFs - The Next Step for Average Investors

''Main Street still barely knows what they are,'' acknowledges ETF expert Matt Hougan of IndexUniverse, an independent Web site on exchange-traded and other ...


January 19, 2010

Forbes

The Next Big Thing: Model ETF Portfolios

Interest in ETFs is also why more than 600 advisers attended the Inside ETF Conference recently in Boca Raton. It was the largest gathering ever of advisers ...


January 12, 2010

PBS - Nightly Business Report

Joanne Hill Of ProFunds on ETF's

I spoke with Joanne Hill of ETF firm Profunds at indexuniverse.com's inside ETF's conference this week and I began by asking about the new kinds of ETF's ...

 


January 12, 2010

Business Week

Exchange-Traded Commodities May Lag Behind Stock ETFs

The number of attendees nearly doubled to more than 800 from last year, said Matt Hougan, editor of IndexUniverse.com and the Exchange-Traded Fund Report, ...


January 11, 2010

PBS - Nightly Business Report

Noel Archard of Blackrock's iShares on ETFs

We caught up with Noel Archard, managing director at Blackrock's iShares, at indexuniverse.com's inside ETF's conference and asked him about the evolution ...

 


January 6, 2010

Wall Street Journal

Will Stock-Picking Managers Be The Next Big Thing For ETFs?

Although researchers at IndexUniverse.com say there were just 14 active ETFs holding a mere $93 million as of Dec. 1, compared with $743 billion for the 809 ...


January 5, 2010

Wall Street Journal

In ETFs, iShares Builds Its Share

In this context, iShares' dominance is "truly remarkable," says Matt Hougan, editor of IndexUniverse.com, a Web site for passive investors. ...


January 1, 2010

New York Times

For Savers, It Was Hardly A Lost Decade

... in an article in The Journal of Indexes that from February 1969 to February 2009, investors in 20-year Treasury bonds outperformed the S.& P. 500. ...


December 10, 2009

Wall Street Journal

T. Rowe Looks To Join Game Of Active ETFs

Matt Hougan, editor-in-chief of IndexUniverse.com, estimates that as of Dec. ... In general, Mr. Hougan of IndexUniverse.com is skeptical that actively ...


December 8, 2009

Wall Street Journal

A Very Different Animal

Still, etns "are like the forgotten stepchildren of the ETF industry: unloved and overlooked," Matt Hougan, editor of indexuniverse.com, wrote on that Web ...


December 4, 2009

Wall Street Journal

Active ETFs Embraced - In Supporting Roles

"The indexing industry, which encompasses the ETF industry, believes stock picking doesn't add value," says Matt Hougan, senior editor of the Journal of ...


December 3, 2009

Bloomberg

Yale Commodity "Gurus" Start Investment Firm With UBS Alumni

Gorton, 58, and Rouwenhorst, 49, “are the gurus in the commodity space, there's no question about that,” said Matt Hougan, editor of IndexUniverse.com ...


 

November 20, 2009

Wall Street Journal

Invesco PowerShares Says CEO Bond Steps Aside

ETF Web site IndexUniverse.com reported the news. In an email this past week from Mr. Bond to business partners, the chief executive said he was passing his ...


November 13, 2009

TheStreet.com

Bond Index Funds Trail, Exposing Flaws

"I would not put all my money into a fund that tracks the aggregate index," says Dave Nadig, research director of indexuniverse.com. ...


November 5, 2009

Commodity Online

Gold prices vulnerable to Fed policy decision

Meanwhile, a veritable cage fight erupted in the media yesterday, following Nouriel Roubini's presentation a the Inside Commodities conference this writer ...


November 4, 2009

Fox Buisness

Position Limits For Exchange-Traded Funds?

" Annual inside commodities conference underway at the New York Stock Exchange a... "


November 4, 2009

Fox Business

Schiff: Buy Gold Now

" Second Annual Inside Commodities Conference kicking up today at the new York... "


November 4, 2009

Bloomberg

Roubini's Das Is Emerging-Markets Bull On Carry Trade

Roubini said today that the increase in asset prices has been “too much, too soon, too fast,” speaking at a commodity conference in New York.


November 4, 2009

Bloomberg

Oil Rises Above $80 After Unexpected Decline in U.S. Supplies

“It is very hard to justify oil going from $30 to above $80 based only on the fundamentals of supply and demand,” Nouriel Roubini, the economist who predicted the global economic crisis, said today at the Inside Commodities Conference in New York.


November 4, 2009

Bloomberg

Roubini Says Rogers's $2,000 Gold 'Utter Nonsense"

There is no inflation or “near-depression” to drive gold prices that high, Roubini said today at the Inside Commodities Conference in New York.


November 3, 2009

Bloomberg

Vanguard's Low ETF Fees Help Late Arrival Gain Market Share

Matthew Hougan, editor of IndexUniverse.com, in Bar Harbor, Maine, said Vanguard has probably done best among cost-conscious smaller investors who buy and ...


October 24, 2009

New York Times

In This 10-Year Race, Bonds Win By A Mile

Writing in the May-June issue of the “Journal of Indexes,” Robert Arnott, chief executive of the investment firm Research Affiliates in Newport Beach, ....


 

October 12, 2009

Barron's

Do You Really Need All That Risk?

Matt Hougan, director of ETF Analysis at IndexUniverse.com, a leading authority on ETFs, says he would never employ leverage in his personal, ...


October 8, 2009

NASDAQ

Active Management Fails On Performance, Risk

"I think adjusting for risk is a good idea," said Matt Hougan senior editor of the Journal of Indexes. "I'm excited to see Morningstar move into this space. ...


October 8, 2009

MutualFundWire.com

Study Deals A Fresh Blow To Active Funds

Others quoted in the article include Morningstar director of research Russ Kinnel and Matt Hougan, senior editor of the Journal of Indexes.


October 7, 2009

MarketWatch

Focus On Risk Highlights Active Management's Shortcomings

"I think adjusting for risk is a good idea," said Matt Hougan senior editor of the Journal of Indexes. "I'm excited to see Morningstar move into this space. ...


October 6, 2009

Wall Street Journal

Bond ETFs Are Popular But Pricing Is A Problem

... if there was premium over 0.5%, "you wouldn't touch it with a 10-foot pole," says Matt Hougan, director of ETF analysis for IndexUniverse.com. ...


October 5, 2009

Moneyshow

The China Play To Avoid

Morgan Stanley's popular A-Share closed-end fund sells at a double premium to the value of its assets, warns IndexUniverse.com editor Matt Hougan. ...


October 2, 2009

Bloomberg

Natural Gas Fund Issues First New Shares Since July

“It's more challenging than some people thought,” said Matt Hougan, senior editor of the Journal of Indexes. “It's too much risk, and too much hassle for ...


October 2, 2009

Financial Times

Let Go When The Going Is Good

...for the Journal of Indexes. “Most observers, whether bond sceptics or advocates, would be shocked to learn that the 40-year excess return for stocks, ...


October 1, 2009

U.S. News & World Report

The Appeal Of Gold ETFs

US News spoke with Jim Wiandt, publisher of IndexUniverse.com, about gold ETFs and what they offer the average investor.


September 14, 2009

Investor's Business Daily

Commodity ETF's Future Under A Cloud

Matt Hougan, managing director of ETF Analytics at IndexUniverse.com, explains what happened and what it means for other commodity-linked exchange traded products.

 


September 2, 2009

 

Wall Street Jounal

Too Big To Ignore

"I'm surprised at how vanilla the offerings are," says Matt Hougan, editor of Index Universe, an ETF industry newsletter. Pimco's latest TIPS offering is an exception, but generally, "there's nothing new there at all."

 


September 2, 2009

Financial Times

Duetsche Bank Scraps Crude Oil Notes

"It's ominous," said Matt Hougan, director of exchange-traded fund analysis at IndexUniverse.com. "It's the first shoe to drop, and won't be the last."

 


August 28, 2009

CNBC

Commodity ETF Worries Grow

Concerns over hte future of the commodity ETFs continue to grow amid news of CFTC investigations, with John Hyland, United States Commodity Funds; Matt Hougan, IndexUniverse.com; and CNBC's Bob Pisani.

 


August 28, 2009

Bloomberg

Natural Gas Fund Premium Rises To Record 20 Percent

“Everyone should sell this thing,” said Matt Hougan, editor-in-chief of IndexUniverse.com and the Exchange-Traded Funds Report.

 


August 25, 2009

Financial Times

Interest Grows Over Murdoch's Hidden Dow Jones Assets

"It's like an annuity business. The money just rolls in," said Matthew Hougan, editor-in-chief of IndexUniverse.com.

 


August 25, 2009

Wall Street Journal

For Some Investors, Night of Living ETF

"Individual investors losing out: That's the risk with this zombie underclass" of ETFs, said Matt Hougan, director of ETF analysis for IndexUniverse.com. ...

 

August 24, 2009

Financial Times

Fear of CFTC Regulations Forces Changes

“Every day the drumbeat gets a little louder,” says Matt Hougan, director of ETF analysis at IndexUniverse.com. “I would bet they will survive in some form, but not in the way we’re used to.”

 


August 23, 2009

Marketwatch

Regulatory Rumblings Hit Commodity ETFs, ETNs

Matt Hougan, editor at IndexUniverse.com, said the industry is worried about potential "headaches" if the CFTC puts new position limits in place for energy futures. Such restrictions could hamper their day-to-day operations.

"Commodity ETFs and ETNs are in regulators' sights," he said. "There is a real risk whether these products will exist in the same format in six months."

 


August 21, 2009

CNBC

Commodity ETF Worries 21 Aug 2009

 

Whether premium prices will be the death of commodity ETFs, with Dave Nadig, Index Publications and Scott Burns, Morningstar.

 


August 21, 2009

Rueters

Dow Jones exploring sale of indexes business: report

... they're one of the three or four biggest index providers in the ETF universe," said Matthew Hougan, director of ETF analysis at IndexUniverse.com. ...

 

August 12, 2009

Marketwatch

Natural Gas Fund Stops New Issuing As CFTC Considers Limits

...said Matt Hougan, editor of the Exchange-Traded Funds Report. "Eventually they will run out of bullets in ways to provide accurate exposure to commodities."

 


August 04, 2009

Marketwatch

Speculation Curbs Could Force ETFs To Slow Growth

Setting position limits in futures markets could "increase ETFs' expense, their tracking error, and ultimately, it makes them less transparent, makes them a worse product," said Matt Hougan, editor of the Exchange-Traded Funds Report.

 


July 29, 2009

Bloomberg

Morgan Stanley Puts Leveraged ETF Sales Under Review

Matthew Hougan, editor of Exchange-Traded Funds Report, a newsletter in Bar Harbor, Maine, said the monthly funds would create different problems for ...

July 15, 2009

 

CNNmoney.com

Trading on home prices

"They work like a teeter-totter," says Matt Hougan, editor-in-chief of IndexUniverse.com and the Exchange-Traded Funds Report. "It's an odd mechanism for ...

July 14, 2009

 

ETF Database

The ETF Hall of Fame: 25 People Who Revolutionized the ETF Industry

While countless individuals have contributed to the industry’s meteoric rise, 25 people stand out for contributions that have guided ETF investing from its conception to widespread acceptance among all breeds of investors.


July 14, 2009

NASDAQ

Oil ETF Provider Defends the Fund In Face of Criticism

Matthew Hougan for Index Universe reports that the indicative NAV of the fund was $12.13/share, while the fund itself was trading at $12.35/share, ...

June 24, 2009

 

Citywire.co.uk

Cooking Up the Future of Investing

What does the future hold for exchange traded funds? Citywire's Richard Lander spoke to Jim Wiandt, publisher of indexuniverse.com, to find out.

 


June 24, 2009

NASDAQ

ETF Criticism: Is It Founded?

Additionally, investors seemed to do the worst in high-profile and volatile sectors such as emerging markets, financials and REITs, states Matt Hougan for ...

June 17, 2009

 

NASDAQ

How to Avoid Getting Burned With ETFs

But it is up to the investor to understand the intricacies of how these funds work, reports Matthew Hougan for Index Universe. Commodity ETFs are another ...

June 12, 2009

 

Business Week

Will BlackRock Be A Good Steward of the ETF Business?

Indeed, ETF guru Jim Wiandt of IndexUniverse says: “This BlackRock deal is big not just for the index/ETF industry, but the financial sector in general. ...

June 9, 2009

 

Wall Street Journal

In BGI, BlackRock Sees Room to Grow

"This is the crown jewel of the ETF space," said Matt Hougan, editor of IndexUniverse.com. "iShares is the platinum brand. ...

June 7, 2009

 

Wall Street Journal

Spice Up the Index-Fund Formula

"...If you're worried about over-concentration [in a few stocks], you might consider an equal-weighted sector fund," says Matt Hougan, editor of IndexUniverse.com...

 


May 18, 2009

Wall Street Journal

Stocks Losing The Long Run To Bonds

Matt Hougan, senior editor of the Journal of Indexes, said Arnott's article showing the outperformance of bonds over the past four decades has touched off a ...


May 18, 2009

Bloomberg

Winner of BlackRock Faceoff With BNY Mellon Gets World No. 1

US ETFs attracted $178 billion in net inflows in 2008, according to IndexUniverse.com, a Web site that tracks the data. Stock and bond mutual funds lost ...


May 16, 2009

Wall Street Journal

BGI's Other Appeal: Share Lending

... to 0.04% on this institutional business. "Most of the money that BGI makes comes from securities lending," said Matt Hougan, editor of IndexUniverse.com.


May 16, 2009

MarketWatch

Bonds break long-held investing rules

... consultants Research Affiliates and former editor of the Financial Analysts Journal, wrote in a paper published in the latest Journal of Indexes. ...

May 15, 2009‎

New York Times

Your Money Stirring Up the Right Investment Mix

IndexUniverse has a model portfolio that costs about one-eighth of a percentage point (in underlying fund fees; the site itself is free, and I've linked to ...

May 15, 2009

BusinessWeek

Buyers Lining Up for Barclays' iShares Unit

Even though iShares, with about $300 billion in assets, is a small portion of BGI, Matt Hougan, editor of IndexUniverse.com, estimates that ETFs would ...

 


May 7, 2009

MoneyShow.com

Leverage to Move the World

The ETF industry won't easily give up gains made during the recent bear market, says IndexUniverse.com editor Matt Hougan. Q. ProShares recently announced ...


May 2009

Kiplinger's Retirement Report

Keep It Simple When You Invest in ETFs

"Don't make it too complicated, keep your costs low, and keep your diversification high," says Jim Wiandt, publisher of IndexUniverse.com...


May 5, 2009

Kiplinger.com

ETFs That Miss the Mark

"A lot of them can be used incorrectly and have the potential to blow up your portfolio," says Jim Wiandt, publisher of Exchange-Traded Funds Report.


May 4, 2009

The Wall Street Journal - SmartMoney.com

Investors: Rethink the All-or-None Approach

The true investment wonks will enjoy a subscription to what many consider to be the bible of the industry, the Journal of Indexes.


May 4, 2009

Wall Street Journal

Actively Run ETF Launches Today

Matt Hougan, editor of IndexUniverse.com, notes that the Grail ETF may find it hard to attract assets since it doesn't have a proven track record, ...


March 30, 2009

Forbes.com

The Occasional Myth Of ETF Efficiency

"Tax efficiency goes out the window with commodity and currency ETFs," says Matt Hougan, editor of IndexUniverse.com. There are two main types of ETFs that ...


March 22, 2009

FoxBusiness.com

Sale of iShares Business Suggests Bigger ETF Changes to Come

seed that has been planted, so you could see a fund firm basically buy the current franchise and expand it," said Jim Wiandt , publisher of IndexUniverse.com, which tracks the ETF business. "Even if they do not buy the iShares business


February 21, 2009

Wall Street Journal

As Stock Losses Loom, Don't Throw a 'Hail Mary'

According to indexuniverse.com, so far in 2009 nearly half of the new money in exchange-traded funds has gone into ETFs that bet on gold, oil, real estate, ...


February 20, 2009

CNBC

ETFs Gain In Popularity

According to Murray Coleman, managing editor at IndexUniverse.com, 850 ETFs are in registration at the SEC as of January 31st, and there are several new ...


January 28, 2009

Bloomberg

State Street, Invesco Start ETFs for Mortgage-Backed Bonds

“It’s an obvious market opportunity,” James Wiandt, publisher of New York-based IndexUniverse.com, a Web site devoted to ETFs, said in an interview. ...


January 28, 2009

Marketwatch

Northern Trust Calls it Quits on ETFs

Matthew Hougan, an IndexUniverse.com editor who covers ETFs, said he was very surprised by Tuesday's announcement. Northern Trust spent years developing the ...


January 16, 2009

U.S. News & World Report

9 ETFs for 2009 (and beyond)

Although enthusiasm for China has been waning, Jim Wiandt, editor and publisher of the Journal of Indexes and publisher of IndexUniverse.com, says it would be unwise not to put some money to work in a country that...


January 14, 2009

Bloomberg

Lame Fund Managers Head for an ETF Thumping

... investors are more likely to notice the drag on performance caused by the fees active managers charge,” says Jim Wiandt, publisher of IndexUniverse.com. ...


January 13, 2009

Marketwatch

Jaded investors seek diversification, low fees of passive funds ...

ProShares' ETF assets more than doubled to $20.5 billion last year, according to IndexUniverse.com However, the industry's assets continue to be highly ...


December 22, 2008

The Wall Street Journal

Capital Gains Hit Some ETFs

The results were "so far outside the norm its almost bewildering," says Matt Hougan, editor of ETF Web site indexuniverse.com. "It's off the charts. ...


December 16, 2008

U.S. News & World Report

5 Ways to Avoid and Ponzi Scheme: Madoff Edition

When offering advice regarding various financial products, Jim Wiandt, editor and publisher of the Journal of Indexes and publisher of IndexUniverse.com, puts it like this: "If you don't understand it, you shouldn't be in it."


December 3, 2008

U.S. News & World Report

Exotic ETFs for Adventurers Only

Referring to high-risk trading, especially with leveraged funds, Matt Hougan, editor of IndexUniverse.com states "They strike me as a bit crazy" for average investors.


November 13, 2008

U.S. News & World Report

Where to Stash $5000: ETF or Mutual Fund?

Katy Marguardt asks a question many investors wonder about: whether ETFs make sense for the average investor. The Journal of Indexes'' Jim Wiandt gives his answer.


November 11, 2008

Wall Street Journal

ETNs Lose Favor With Investors, Issuers

With ETN assets down by half in six months, the WSJ''s Shefali Anand speaks with IndexUniverse.com editor about the outlook for the ETN industry.


November 9, 2008

Washington Post

MARKET BUZZ: Investing in Politics

Journal of Indexes editor Jim Wiandt tells the Washington Post why fast-food companies could suffer under an Obama administration.


November 6, 2008

Wall Street Journal

Direxion ETFs Juice Up the Leverage

IndexUniverse.com editor Matt Hougan pointed to the one-day swings in some leveraged funds during the market's gyrations in October...


October 27, 2008

FoxBusiness.com

Journal of Indexes Editorial Board to Ring the NASDAQ Stock Market Closing Bell

Jim Wiandt , Editor of Journal of Indexes, will preside over the Closing Bell. Joining him will be John Bogle, Founder of Vanguard


October 23, 2008

FoxBusiness.com

NASDAQ OMX and the Journal of Indexes to Host Media Event On Indexing

Strategists, Northern Trust Global Investments Cliff Weber, Senior Vice President, NYSE Alternext U.S. ETF Marketplace Jim Wiandt , Editor, Journal of Indexes Jason Zweig, Columnist, Wall Street Journal


October 11, 2008

The News Tribune

Kelly Haughton Retiring From Russell Investments

The Tacoma News Tribune, the leading newspaper for Russell Indexes' hometown of Tacoma, credits IndexUniverse.com for breaking the story about Kelly Haughton's departure from Russell.


October 9, 2008

Marketwatch

Will Brutal Market Kill ETFs in Development Pipeline?

FocusShares is shutting down its four ETFs, taking a year-to-date closings to 40, IndexUniverse.com reported this week.


October 2, 2008

Wall Street Journal

In On the Action

If PIMCO is successful in launching active ETFs, says Matt Hougan, editor of IndexUniverse.com, "all the other players will see that ETFs are a threat to their business."