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ETFR: Asia/Pacific’s ETFs Set for Boom Times

December 2000
ETFR Cover Story

Asia/Pacific’s ETFs Set for Boom Times

by DJI Dow Jones Indexes

Asia’s ETF market is already seven times larger than Europe’s. And with a plethora of ETFs planned for early 2001 in at least five Asian countries, the market seems set for dramatic expansion.

Taxing Realities for New ETF Investors

by Kelly Haughton

Exchange-traded funds are experiencing a breakthrough year this year, with numerous products being created and older products reaching a wider audience. But as the year draws to an end, many new investors in these products are wondering just how tax efficient their investments are.

Actively managed funds: Germany’s first

by Gary Gastineau

The idea of adding actively managed funds to the world of exchange-traded funds has been widely discussed among industry participants for at least the past year and probably the past two. As an innovation, it has seemed increasingly inevitable. Nevertheless, now that the innovation has finally come, it is still something of a surprise.
ETFR Features

ETFs: Transforming European Regulatory Structures

by Marsha Zapson

Six months ago, STOXX, in conjunction with Merrill Lynch and the Deutsche Börse, launched Europe’s first ETF.

Mopex Seeking Summary Judgment in Amex Lawsuit

by Indexes Standard & Poor's

Attorneys seeking damages for alleged patent infringements they claim give their clients the rights to exchange-traded funds were requesting the right to file for a summary judgment against the American Stock Exchange in federal court on November 20, as ETFR was going to press.

NSCC Moves to Enhance ETF Capabilities

by Elise Coroneos

The National Securities Clearing Corp Index Share Service is a pioneer in providing services to enable effective and timely processing of exchange traded funds.

Merrill Lynch Report Highlights ETF Tax-Loss Strategy

by Indexes Standard & Poor's

A recent Merrill Lynch & Co portfolio trading strategy research report highlights the benefits of using exchange-traded funds to generate tax losses against long positions while remaining within the limits of the Internal Revenue Service’s wash sale rule, which is designed to prevent investors from producing tax losses while still maintaining substantially identical economic exposure.

Success cubed: the QQQ is still ETF’s poster child

by Marsha Zapson

Known as the triple Q because of its QQQ ticker (or familiarly as Cubes), this ETF is a stellar performer, and has been since inception in March 1999. Within two months, it began to exhibit the trading pattern that has subsequently made it famous and attracted a wide range of investors and strategies.

Fine-tuning regional indices

by Elise Coroneos

While many exchanges have existing indices upon which they can base an ETF, some are seeking out the services of specialist index providers to help them fine-tune their products.