Black Friday Sale! Save huge on InvestingProGet up to 60% off

BlackRock CEO says leveraged ETFs could 'blow up' whole industry

Published 28/05/2014, 20:03

By Tim McLaughlin

(Reuters) - BlackRock Inc Chief Executive Officer Larry Fink said on Wednesday that leveraged exchange-traded funds contain structural problems that could "blow up" the whole industry one day.

Fink runs a company that oversees more than $4 trillion in client assets, including nearly $1 trillion in ETF assets.

"We'd never do one (a leveraged ETF)," Fink said at Deutsche Bank investment conference in New York. "They have a structural problem that could blow up the whole industry one day."

Fink spoke during a conversation with Deutsche Bank co-CEO Anshu Jain in a broader discussion about regulating financial companies.

Leveraged ETFs account for 1.2 percent of the $2.5 trillion in global ETF assets under management. At the end of April, there were nearly 270 ETF funds with $30.3 billion in assets, said Deborah Fuhr, managing partner of ETF research firm ETFGI LLP.

A leveraged ETF uses financial derivatives and debt to amplify the returns of an underlying index.

Fink said he believes regulators should focus on the structure of financial products.

"If you want to create a safer and sounder marketplace, it has to be at the product level," Fink said.

Leveraged ETFs are allowed, but staff at the U.S. Securities and Exchange Commission has issued warnings about them. Leveraged ETFs seek to deliver multiples of the performance of the index or benchmark they track.

Regulators say individual investors may not realize that the investment products are designed to achieve their performance objectives on a daily basis rather than over the long term.

In one real-life example given by the SEC, an unnamed leveraged ETF seeking to deliver twice the daily return of an index fell by 6 percent, even though that index gained 2 percent over a 5-month period.

(Reporting By Tim McLaughlin; Editing by David Gregorio and Tom Brown)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.