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Exchange-Traded Funds

Ongoing Charges for UCITS in the European Union, 2023 (pdf)

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2023 (xlsx)

Mutual Fund to ETF Conversion: Operational Considerations

Beginning in 2021, there has been a steadily increasing trend of mutual funds converting to ETFs...

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

Indexes and How Funds and Advisers Use Them: A Primer (pdf)

Experiences of European Markets, UCITS, and European ETFs During the COVID-19 Crisis (pdf)

Experiences of European Markets, UCITS, and European ETFs During the COVID-19 Crisis Summary (pdf) – Simplified Chinese

Experiences of US Exchange-Traded Funds During the COVID-19 Crisis (pdf)

Experiences of US Exchange-Traded Funds During the COVID-19 Crisis Summary (pdf) – Simplified Chinese