5 Comments
Nov 30, 2021Liked by Joachim Klement

This post is a real eye-opener.

An industry responsible for massive reductions in costs and increases in efficiency is itself keeping costs up and efficiency down....plus there's no easy way to break this in the way that indexing broke active management.

Is "direct indexing" + blockchain smart contracts the answer?

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Could open source/public indices, published by a university eg., be an answer? And how about the option to compare certain ETFs with each other? At the end of the day, costs are already pretty low, but for new companies with small AUM it gets difficult to set up new ETFs, I guess.

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Public indices could be an answer but one would need a major ERF company to adopt it. The challenge with ERZfs is that it is a business with enormous economies of scale. Upstarts have little to no chance of changing the industry.

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as a BLK shareholder I am quite happy. Although, indexes seem so easy to make i don't understand why so few do them? Whats the barrier to entery in this space?

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The low fees act as a barrier to entry. If you don’t have enormous amounts of AUM the big three will just create the same index and ETF for half the fees.

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