Answered By: Mallory Stark
Last Updated: May 20, 2015     Views: 250

News and Journals

Article Databases

ABI/ProQuest or Business Source Complete
To find academic and news articles comparing exchange traded funds to index mutual funds use this search strategy: ("exchange traded funds") AND ("index mutual funds"). Modify your search accordingly.

Factiva
Contains articles from newspapers and industry publications.

 

Selected Trade Publications

Institutional Investor

Investment Dealers' Digest

Databases

Morningstar Direct
Multi-currency research platform that provides performance and holdings analysis of investments. Includes data on closed-end funds, equity ownership, exchange traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pension/life insurance, stocks and 529 plans. Only available in Baker Library in Financial Databases Room in the Stamps Reading Room.

FactSet
Coverage of several ETFs is provided. To find a specific exchange-traded fund, use Identifier Lookup. Choose
Exch Traded Funds from the left pane of identifier lookup. To screen on exchange-traded funds, use Universe Builder. Choose the Security tab, then select the Mutual Funds folder and click Expand. Select Exchange Traded Funds, then click Include.

Books

Find books available at Harvard Libraries on exchange traded funds.

Primers and Papers

Investment Company Factbook
see Chapter 3 “Exchange-Traded Funds”.

Associations

Investment Company Institute (ICI)
see Chapter 3 “Exchange-Traded Funds”.

Associations

Investment Company Institute (ICI)