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Record W2286258939

Global Survey of Exchange-Traded Funds

2001· article· en· W2286258939 on OpenAlexaboutno aff
Jacqueline Meziani

Bibliographic record

VenueETFs and Indexing · 2001
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicState Capitalism and Financial Governance
Canadian institutionsnot available
Fundersnot available
KeywordsBusinessEquity (law)Stock exchangeStock (firearms)FinanceMonetary economicsEconomicsGeography
DOInot available

Abstract

fetched live from OpenAlex

EXCHANGE-TRADED FUNDS 167 A round the world, exchange-traded funds have captured the interest of investment managers and exchanges. Both the number of products and places where they can be found has expanded tremendously in 2001 alone. Investors have much to learn about the investment opportunities of ETFs. Even in the U.S., where ETFs have been available since 1993, and where equity investing, especially passive investing is an accepted investment style, the retail investor is only just beginning to use ETFs. Far and away, the U.S. leads the ETF global market. Of the almost $90 billion invested globally, the U.S. share is 84.0%. Asia has a 7.6% share, Canada 4.3%, and Europe 3.5%. Average value traded shows an even stronger U.S. dominance, with approximately $4.2 billion traded daily, or 92.0% of global activity. Most of this trading comes from the QQQ, or Nasdaq-100 Tracking Stock, with an average value traded of $2.3 billion; $1.3 billion is traded for the Standard & Poor’s Depositary Receipts, or SPDRs (SPY). Europe, Asia, and Canada see approximately $174 million, $157 million, and $33 million, respectively, traded daily. The U.S. has had much more time to build assets, while other markets, especially Europe, have had to overcome regulatory, tax, and distribution hurdles. In Japan, securities laws had to be changed before ETFs could be introduced, and even then ETFs on only four local indexes are offered. In Europe, the seven exchanges and many more ruling authorities have significantly increased product development and marketing time and costs, but the same product will be cross-listed on many exchanges. For example, there are currently eight versions of a Dow Jones Euro STOXX 50 ETF, and more are planned. Some of these, like the Merrill Lynch (LDRS) products, are fully fungible across five exchanges. How multiple versions diminish liquidity, if they do, remains to be seen. Exchanges themselves are often the driving force behind multiple listings. The American Stock Exchange currently has agreements with the Singapore Exchange, EuroNext, and the Tokyo Stock Exchange. The thinking is that local investors are more likely to grow products on local indexes, and then foreigners can leverage that liquidity. The concept is the same whether a U.S. investor is investing in a CAC 40-based product or whether Singapore investors are investing in an S&P-500 based product. Multiple time zones also expand trading periods. Currency issues and regulatory differences may complicate cross-regional listings, yet many industry experts agree that 24-hour trading of selected ETFs will happen in less than three years. The future of ETF development looks bright. Launches of new ETFs or expansion of current ETFs to new places and inaugurations by exchanges offering ETFs for the first time will continue at a strong pace. More Global Survey of Exchange-Traded Funds

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.000
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.036
Threshold uncertainty score0.934

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0000.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.000
Science and technology studies0.0000.000
Scholarly communication0.0000.000
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.032
GPT teacher head0.239
Teacher spread0.207 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2001
Admission routes1
Has abstractyes

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