The Latest News From EQM Indexes

2021

11/09/2021

Global Online Retail ETF co-creator expects online retail to remain important part of holiday season
EQM Indexes co-founder Jane Edmondson joined Proactive to discuss highlights from HANetf and EQM Indexes’ monthly online retail market report, including the performance of the The Global Online Retail UCITS ETF.

10/25/2021

Fund News Advisors Can Use: EQM Launches ETF Model Portfolios
EQM Capital, a San Diego–based registered investment advisory firm, has launched an ETF Model Portfolio platform for advisors and individual investors. The firm will launch a series of asset-based and risk-based ETF model portfolios, powered by Riskalyze’s client risk assessments.

10/21/2021

EQM Capital Launches ETF Model Portfolio Solutions Platform
Expanding their position as a thought leader in the industry, EQM is launching Asset-Based and Risk-Based ETF models.

10/15/2021

Clean energy transition: Capitalising from the global megatrend
The rapid implementation of clean energy utilities, the economics of renewable energy, the challenges of energy supply and necessary evils were all discussed at ETF Stream’s webinar on clean energy.

9/20/2021  

XOUT Capital’s® Answer to the Speed of Technological Disruption Revealed in New Whitepaper
XOUT Capital®, in collaboration with EQM Indexes LLC, reveals the answer to the speed of technological change in a new whitepaper titled “The Cost of Underestimating Technological Disruption.”

9/15/2021  

ETFs to Win & Lose as Delta Variant Cases Surge
With the Delta variant spreading fast and about 47% of the eligible population still not fully vaccinated, there has been a resurgence of COVID-19 cases this summer, which has erased months of progress. According to the Economic Times, the United States is averaging over 1,800 COVID-19 deaths and 170,000 new cases per day, the highest levels since early March and late January, respectively.

8/31/2021  

IBUY: After The Downside, An Upside Becomes Realistic
The Amplify Online Retail ETF (NYSEARCA:IBUY) tracks the EQM Online Retail Index, which aims to obtain 70% or more of revenues from online sales.

8/30/2021  

EQM Indexes Nominated for Index Provider of the Year
EQM Indexes is proud to be nominated for “Index Provider of the Year” by Fund Intelligence.
2021 marks the 28th anniversary of Fund Intelligence’s prestigious Mutual Fund Industry and ETF Awards.

8/12/2021  

Banks, tech firms and wealth managers fail ESG screen
More than 70 megabanks, tech giants, investment firms and wealth managers failed an influential socially responsible investment manager’s latest ESG screen against firms she says are exacerbating systemic racial injustice.

8/03/2021  

Investors Watch Tesla (TSLA) AI Day for Next Growth Milestone
Tesla’s (TSLA) Artificial Intelligence (AI) day is fast approaching. And while CEO Elon Musk insists the date will be focused on recruiting “the best talent” to boost its machine-learning capabilities, investors hope it will bring much more than that – if not during the event, then in coming months.

6/28/2021  

ESG ETFs: Helping the long-term shift to net zero emissions
The reasons behind rapid ESG ETF uptake, using thematics for direct exposure to the energy transition and the challenges of reducing carbon emissions were all discussed at ETF Stream’s webinar on ESG ETFs.

6/23/2021  

Startup Aims to Ease ESG Conversations with Clients
A common issue with ESG funds among financial advisors is the one-size-fits-all approach; portfolios are built around an asset managers’ choice of metrics, not the client’s concerns. A startup wants to make it easier for advisors to tell the story of ESG investing based on the client’s values.

6/23/2021  

EQM Indexes Partners with YourStake to Create ESG Index Products
Index development firm, EQM Indexes LLC (“EQM Indexes”), today announced a partnership with YourStake, a platform that equips financial advisors and asset managers with the tools, data, and reporting metrics to serve impact investing clients.

6/16/2021  

HANetf’s Solar Energy UCITS ETF shines on LSE delivering investors exposure to solar energy area
The Solar Energy UCITS ETF (LON:TANN) debuted on the London Stock Exchange recently under the HANetf platform, where EQM Indexes’ Stephen Derkash says will capture exposure to the rapidly-growing global solar industry.

6/14/2021  

ETFs to Access the Growing Trend in Global E-Commerce
In the recent webcast, The Whale of Retail: Investing in E-Commerce, Christian Magoon, Founder and CEO, Amplify ETFs; and Jane Edmondson, Founder & CEO, EQM Indexes, pointed out that the coronavirus pandemic has transformed the way we interact with the world, and has fueled a shift toward online shopping and e-commerce.

5/24/2021  

EQM, HANetf to launch Europe’s first pure-play solar ETF
US-based EQM Indexes, a provider of indices blending smart beta and thematic investment strategies, is planning to introduce Europe’s first ETF providing dedicated targeted exposure to the global solar industry.

5/21/2021  

European solar ETF to launch on London Stock Exchange
A solar exchange traded fund (ETF) from EQM indexes will launch on the London Stock Exchange in June, under the ticker name TANN. An ETF is an investment fund that is listed on a stock exchange. It tracks the performance of a chosen benchmark but can holds a variety of assets, including bonds, stocks and currencies.

5/20/2021  

Europe’s First Solar ETF Launches
Launched by white-label ETF issuer, HANetf, and tracking the EQM Global Solar Energy index, TANN is ESG screened and expected to be scheduled as Article 8 under the Sustainable Finance Disclosure Regulation (SFDR).

5/20/2021  

HANetf Launches Europes’s First Solar Energy ETF
HANetf is set to launch Europe’s first ETF dedicated to solar energy, as the white-label platform seeks to offer investors access to the rapidly growing industry.

4/26/2021

Investing in eCommerce: The High Street has Moved Online
Ecommerce has permanently disrupted traditional brick-and-mortar stores as ‘clicks’ have replaced ‘bricks’. Firms like Etsy, Overstock and Shopify have capitalized on this trend.

4/17/2021

Online Retail ETF Debuts in Europe
EQM Indexes will see the first UCITS ETF in Europe track its online retail index having previously had a similar strategy launch in the US.

4/22/2021

Is This the Best ETF to Profit from the Rise of eCommerce Theme?
When it comes to investment themes, the ‘rise of e-commerce’ may seem like an obvious one for exchange-traded fund (ETF) issuers to jump on.

4/14/2021

Money Life with Chuck Jaffe
Jane Edmondson of EQM Indexes talks about lithium and battery-related stocks in the Market Call.

4/12/2021

HANetf Lists New UCITS Online eCommerce ETF on SIX Swiss Exchange
Jane Edmondson, Co-Founder and Principal of EQM Indexes, says: “The case for online retail has never been stronger. Online retail is the fastest growing segment of retail sales.  Competitive pricing, shopping convenience, greater product selection, and rapid delivery have made online retail a disruptive technology that is here to stay.

4/9/2021

Gold Regains Luster: 5 Mining ETFs on the Rise
This ETF offers exposure to companies engaged in junior and exploratory gold mining by tracking the EQM Pure Junior Gold Miners Index.

4/8/2021

E-commerce: Investing Beyond the Pandemic
In this episode, Jane Edmondson, CEO and co-founder at EQM Indexes, talks to IGTV’s Victoria Scholar about the transition from ‘bricks’ to ‘clicks’ with this year’s surge in online shopping. Edmondson says ‘the mall isn’t dead, it has just moved online’.

4/6/2021

Biden’s Green Infrastructure Juggernaut Is Here. A Few ETFs to Play It.
“The EV space is going to be very exciting this year,” says Jane Edmondson, who runs EQM Indexes. “The global share of EV sales will go to 20% in the next few years compared to 3% now. People are excited when they see new options from Tesla and Volkswagen. And the Ford Mustang is also pretty cool.”

3/27/2021

10 Best Battery Stocks to Buy Now
According to a report from EQM Indexes, the current market of electric and hybrid plug-in vehicles (PVs) has reached just 1% of its potential. Thanks to the growing market of energy storage, the lithium carbonate capacity is expected to grow by 600,000-800,000 tonnes over the next decade.

3/26/2021

Stimulus Cash Could Benefit These 2 Retail ETFs
Today we introduce two exchange-traded funds (ETFs) that could benefit from consumers splurging on a wide range of items.

3/26/2021

HANetf’s Global Online Retail ETF Offers the Opportunity to Invest in Growth of eCommerce (IBUYGRO)
HANetf has set up its new UCITS ETF called the The Global Online Retail ETF (LON:IBUY) where EQM Indexes CEO Jane Edmondson says will offer investors the opportunity to invest specifically in the explosive growth of eCommerce.

3/25/2021

London Stock Exchange welcomes HANetf celebrating the launch of the Global Online Retail UCITS ETF
The Global Online Retail UCITS ETF (IBUY) will track the EQM Global Online Retail Growth Index (IBUYGRON) and will have a TER of 0.69%.

3/19/2021

TripAdvisor Stock Soars 100% This Year To Lead Top Online Play Near Buy Point
Amplify Online Retail, launched in April 2016, is the fund group’s oldest and biggest ETF. The $1.8 billion fund tracks the EQM Online Retail Index, which holds a globally diverse group of stocks that get 70% or more of their revenue from online or virtual sales.

3/18/2021

EQM Partners with HANetf to Launch Online Retail ETF in Europe
US-based EQM Indexes, a provider of indices blending smart beta and thematic investment strategies, is set to make its European ETF debut next week with the launch of a strategy targeting e-commerce growth stocks.

3/17/2021

HANetf Targets Online Retail Boom with Latest Fund Launch
The Global Online Retail Ucits ETF, which has the ticker IBUY, will be listed on the London Stock Exchange later this month. It will track the EQM Global Online Retail Growth index.

3/17/2021

Online retail ETF debuts in Europe
EQM Indexes will see the first UCITS ETF in Europe track its online retail index having previously had a similar strategy launch in the US.

3/17/2021

EQM launches online retail growth fund via HANetf
The Global Online Retail UCITS ETF (IBUY) will offer investors access to a global basket of developed and emerging market companies which derive 60% of more of their revenue from online retail and marketplace.

3/17/2021

From Bricks to Clicks; New UCITS Online eCommerce ETF to List on London Stock Exchange
The Global Online Retail ETF – IBUY  provides exposure to the leading online retailers across the globe, enabling investors to participate in the trend away from physical stores (“bricks”) to online and virtual sales (“clicks”).

3/17/2021

Go Green With These ETFs on St. Patrick’s Day
This ETF offers global exposure to companies that derive 70% or more revenues from online and virtual retail by tracking the EQM Online Retail Index. It is a home to 58 stocks with each accounting for less than 5.1% of assets and has accumulated $1.8 billion in its asset base.

3/12/2021

5 ETF Winners of Coronavirus Pandemic
While every corner of the market has rallied, information technology was the strongest winner for most part of the pandemic on e-commerce boost. However, it was overtaken by cyclical sectors as the economy improves

3/9/2021

IBUY: Despite E-Commerce Nature, I Don’t Fear Re-Openings
I see online buying accelerating in the year ahead, despite the pressure the economic re-opening will bring on that thesis. Further, IBUY holds many companies that will see an increase in demand from re-openings, so its portfolio is well positioned for a post-Covid world.

2/25/2021

A Blockchain ETF to Capture Growth Beyond Crypto
Blockchain technology can add value to your exchange traded fund portfolio and do more than just track cryptocurrencies.

2/23/2021

Beyond Bitcoin: How Blockchain is Transforming the Investment Industry
The rapid rise of Bitcoin has generated fierce debate concerning the long-term viability of investing in cryptocurrencies.

2/19/2021

Why Digital And Junior Gold Miners Are Attractive Now
Crypto miners receive crypto as a reward for completing “blocks” of verified transactions which are added to the blockchain. Mining rewards are paid to the miner who discovers a solution to a complex hashing puzzle first, and the probability that a participant will be the one to discover the solution is related to the portion of the total mining power on the network.

2/18/2021

BLOK ETF Surpasses $1 Billion in Assets
Amplify ETFs is thrilled to announce the Amplify Transformational Data Sharing ETF (NYSE: BLOK) has surpassed $1 billion in assets under management.

2/12/2021

5 Red-Hot ETFs to Gift Your Loved Ones
The pandemic has led to an e-commerce boom and changed the consumer landscape into a purely digital one. As more Americans prefer online shopping even post pandemic, the online retail ETF will continue to get a boost.

2/4/2021

7 Lithium and Battery Stocks for Big Growth
BATT, which tracks the EQM Lithium & Battery Technology Index, holds 72 stocks. As far as sectors are concerned, Materials (49.3%), Automobiles & Components (20.9%), and Capital Goods (14.5%) lead the list.

2/4/2021

Blockchain ETFs And Their Holdings Have Finally Come Of Age
One of the criticisms of the first Blockchain ETFs when they launched back in January of 2018 was that there were too few “pure-play” names to hold. Indeed, at the time, regulators would not even let these products use blockchain in the name, as they could not easily meet revenue test standards.

1/20/2021

BLOK ETF Celebrates 3-Year Anniversary, Surpasses $500 Million in Assets
Amplify ETFs is pleased to announce the Amplify Transformational Data Sharing ETF (NYSE: BLOK) has surpassed $500 million in assets under management.

1/20/2021

7 Stocks To Buy As The Biden Presidency Begins
Many analysts expect President Biden to carry out his pre-election projects on environmentally-friendly policies. In 2020, the alternative energy industry was red-hot and the segment is liable to grow more.

2020

12/29/2020

Adasina Social Capital Launches Social Justice ETF
Adasina Social Capital (“Adasina”), an investment and financial activism firm that serves as a critical bridge between financial markets and social justice movements, today announced the launch of the Adasina Social Justice All Cap Global ETF (ticker: JSTC).

12/2/2020

Emerita Capital and EQM Indexes Release New Blockchain White Paper
Emerita Capital Indices, in collaboration with EQM Indexes LLC, released a new White Paper titled “The Investment Case for Blockchain.” Since the launch of the EQM-Emerita Blockchain BLOK 50 Global Index on December 29, 2017, there has been a shift in blockchain technology from experimental to robust, real-world, enterprise solutions.

10/26/2020

EQM Indexes Launches Smart Beta Junior Gold Miners Index
Thematic specialist EQM Indexes has unveiled a new equity index providing smart beta exposure to junior gold mining stocks globally. The EQM Pure Junior Gold Miners Index has been designed to provide “improved pure-play access” to the small-cap gold mining segment by targeting metrics such as production levels rather than market cap.

10/22/2020

EQM Indexes Launches Pure Junior Gold Index
EQM Indexes LLC today announced the launch of the EQM Pure Junior Gold Miners Index (JRGOLD), intended to provide “pure play” exposure to global junior and exploratory gold mining stocks.

8/25/2020

Two Different, but Strongly Optimistic Takes the Market
Jane Edmondson of EQM Indexes joins host Chuck Jaffee to talk rules-based stock investing in the Market Call segment. The conversation is primarily focused on the IBUY and XBUY ETFs and how the underlying indexes have a quantifiable rules-based methodology that has resulted in strong returns during the pandemic market environment experienced this year.  Jane ends the segment by playing Hold It or Fold It with audience questions. (Starts at 37 minute mark.)

7/22/2020

Analysts Slap Sky-High Targets on 10 Stocks: How To Own Them
“There are some permanent shifts that will occur in the post Covid-19 world, from the way we shop, work, travel, entertain ourselves, and engage socially, creating disruptive change and investment opportunities,” said Jane Edmondson, CEO of EQM Indexes.

5/29/2020

Blockchain Applications in a COVID-19 World
This video is a recorded webcast covering blockchain applications in a COVID-19 world, and the Amplify Transformational Data Sharing ETF.

5/18/2020

As More Brick-and-Mortar Stores Close, Note eCommerce ETFs
American retailers took a blow after shutdown measures forced many shoppers to stay at home, and even as areas of the economy are opening, foot traffic may never be the same. Consequently, investors should consider exchange traded funds that track online retail or e-commerce in the quickly shifting consumer behavior.

5/17/2020

How Blockchain Can Help Cure COVID-19
Blockchain technology will be an important beneficiary of the COVID-19 pandemic environment. It may not be as obvious as “stay at home” and “work from home” investment themes, but offers important solutions for payment, supply chain management, and healthcare.

5/8/2020

Online Retail ETF IBUY Beneficiary Of Stay-At-Home Economy
Online retail has been one of the biggest beneficiaries of the COVID-19 global pandemic, “stay-at-home” economy.

5/7/2020

Amplify Online Retail ETF (IBUY) Hits New 52-Week High
Firm’s flagship fund capitalizes on the growth of e-commerce. Amplify ETFs announced today that its flagship product, the Amplify Online Retail ETF (NASDAQ: IBUY), has received a 5-Star Overall Morningstar Rating™, based on risk-adjusted returns among 49 Consumer Cyclical Funds (as of 5/31/19).

5/5/2020

EQM Launches Suite of COVID-19 Indexes
Veteran index provider EQM is bringing four brand new COVID-19 thematic indexes to the marketplace focused on various coronavirus-related themes.

4/28/2020

YAHOO! Finance: ETFs launch tracking stocks tied to coronavirus
EQM Indexes CEO Jane Edmondson joins Yahoo Finance’s Seana Smith to break down the ETFs that are capitalizing on the coronavirus pandemic.

4/27/2020

EQM Indexes Launches New Covid-19 Index Suite
Veteran index provider EQM is bringing four brand new COVID-19 thematic indexes to the marketplace focused on various coronavirus-related themes.

4/24/2020

Another Index Provider Preps Coronavirus Funds
Another index provider is licensing portfolios aimed at attracting investors looking for opportunities amid the chaos of the coronavirus pandemic.

4/3/2020

GraniteShares’ XOUT Named Best New Smart Beta ETF by ETF.com
This distinguished accolade recognizes the “most important” smart beta or factor ETF brought to market in 2019 that uses a quantitative, research-driven approach to attempt to deliver superior long-term risk-adjusted returns.

4/2/2020

2019 ETF.com Award Winners
ARIS for their win as best Alternative ETF of the year for the RPAR Risk Parity ETF.

3/29/2020

XOUT: Eliminating Losers Is More Important Than Picking Winners
Study after study has shown that picking stocks that turn out to be winners is an exceedingly difficult task, with very little consistency in outperformance over time.

2/27/2020

XOUT: An ETF With Unique Investing Style
XOUT ETF aims to outperform the market by excluding underperforming companies. We get all the details straight from the source.

2019

6/13/2019

Amplify Online Retail ETF (IBUY) Receives 5-Star Overall Morningstar Rating™
Firm’s flagship fund capitalizes on the growth of e-commerce. Amplify ETFs announced today that its flagship product, the Amplify Online Retail ETF (NASDAQ: IBUY), has received a 5-Star Overall Morningstar Rating™, based on risk-adjusted returns among 49 Consumer Cyclical Funds (as of 5/31/19).

5/27/2019

Electric Vehicles: The Driver Behind The Amplify Advanced Battery Metals And Materials ETF
Environmental regulations, lower battery prices, and new models coming to market are expected to spark a ramp-up in Electric Vehicle (EV) adoption around the globe.

1/30/2019

IBUY: The First Online Retail ETF Turns 3
Since its launch on 4/20/2016, 3 years ago, the Amplify Online Retail ETF  has racked up some stellar returns and gathered more assets than most of its retail ETF peers.

2018

5/2/2018

EQM Indexes Launches Battery Metals and Mining Index
The Index is Focused on Global Companies Benefiting from the Growing Demand for the Metals Used in Advanced Battery Technology.

1/25/2018

Emerita Capital and EQM Indexes Launch Blockchain BLOK 50 Global Index
Emerita Capital Indices, in collaboration with EQM Indexes LLC, released a new White Paper titled “The Investment Case for Blockchain.” Since the launch of the EQM-Emerita Blockchain BLOK 50 Global Index on December 29, 2017, there has been a shift in blockchain technology from experimental to robust, real-world, enterprise solutions. The white paper explores the renewed growth opportunity for blockchain, driven by new applications based on tokenization, stable coins, and smart contracts.

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