Direct indexing: The next chapter for ETFs?

ETFs have come a long way since the launch of State Street S&P 500 Trust ETF (SPY) in 1993. ETF is here to stay and in my opinion, it is just a matter of time before the mutual fund structure becomes completely obsolete. I am not saying that mutual funds will be completely eradicated from … Continue reading Direct indexing: The next chapter for ETFs?

Investing in China? Top Passive ETFs for your consideration

When it comes to the selection of broad market ETFs for the Chinese market, investors in Singapore are not exactly spoiled for choices. The selection in SGX is downright pathetic. Investing in US-domiciled ETFs listed on US exchanges expose an investor to the 30% dividend withholding tax. As a result, to optimise your returns, I … Continue reading Investing in China? Top Passive ETFs for your consideration

Bogle 3-Fund Portfolio for the modern investors in Singapore

By now, I think it is pretty clear that I am a big fan of passive investing and of course, John C. Bogle. For everyone who may not know who Mr Bogle is, John C. Bogle was the founder of Vanguard, one the largest asset manager in the world. A dominant player in the fund … Continue reading Bogle 3-Fund Portfolio for the modern investors in Singapore

Investing for ‘free’ and Securities Lending

I know it sounds like a clickbait. Promise it's not. My last article on securities lending, I have mentioned the possibility of investing for 'free' if you choose the right fund. Over a long enough investment time horizon and investing in the right fund, you could potentially be investing for 'free'. Generally speaking, efficient index … Continue reading Investing for ‘free’ and Securities Lending

What you should know about Securities Lending in relation to mutual funds & ETFs

Securities lending is the act of lending securities in a fund to a financial institution to generate additional revenue/return for the fund. Mutual funds and ETFs with huge asset under management (AUM) stands to benefit from securities lending and depending on the fund's policy, may choose to engage in securities lending. Typically, funds with small … Continue reading What you should know about Securities Lending in relation to mutual funds & ETFs