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ETFs
Firm
Author
Type
ETFs
December 2025
Levered Single-Stock ETFs
Hendrik Bessembinder
Research
58 Pages
Hendrik Bessembinder examines how constant leverage strategies behave over time, focusing on levered single stock exchange traded funds.
Annual Report
December 2025
Charles Schwab ETFs and Beyond Study
Charles Schwab
Research
49 Pages
Charles Schwab presents its 2025 ETFs and Beyond Study on how individual investors use ETFs across their portfolios.
ETFs
November 2025
What Short-Term Fund Performance Tells Us About Future Returns
Morningstar
Daniel Sotiroff, Eugene Gorbatikov
Article
10 Pages
Morningstar analyzes persistence in mutual fund and ETF performance to see whether top quartile winners stay on top.
Wealth Management
September 2025
ETFs 2025: Cheap, Fat, Starving for Attention
Dave Nadig
Research
18 Pages
David Nadig gave a presentation on the state of the ETF industry: Cheap, Fat, Starving for Attention.
Wealth Management
May 2025
A Comprehensive Guide to ETFs (2nd Edition)
CFA Institute
Dave Nadig, Elisabeth Kashner, Joanne Hill
Research
60 Pages
The CFA Institute’s 2nd edition of A Comprehensive Guide to ETFs provides an updated, neutral overview of the ETF ecosystem.
Wealth Management
May 2025
2024 US Fund Fee Study
Morningstar
Zachary Evens, Bryan Armour
Research
42 Pages
Morningstar’s 2024 U.S. Fund Fee Study finds that investors paid record-low costs as the asset-weighted average expense ratio declined to 0.34% in 2024, less than half of its level two decades ago.
Wealth Management
March 2025
Investment Company Fact Book
ICI
Research
154 Pages
The 2025 Investment Company Institute Fact Book provides a comprehensive snapshot of the global asset management industry.
Markets
March 2025
When the Market Outgrows the Index
TCW
David Vick
Research
3 Pages
TCW’s report examines the limitations of the Bloomberg U.S. Aggregate Bond Index (the "Agg") in representing the full spectrum of fixed income opportunities.
Wealth Management
September 2023
Securities Lending Provides Value. But Is It Enough To Make a Bad Fund Good?
Morningstar
Zachary Evens, Lan Anh Tran
Research
9 Pages
Morningstar explains how securities lending works inside mutual funds and ETFs and what it means for investors who own those funds.
Wealth Management
April 2023
ETFs 2027: A world of new possibilities
PWC
Research
17 Pages
PwC examines how the global ETF market could develop by 2027 and where the next wave of growth may come from.