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Apr 9, 2020

Shielded Alpha℠: One-on-One with Blue Tractor Group

Simon Goulet and Terence Norman, co-founders of Blue Tractor Group, recently discussed with SS&C ALPS the challenges and opportunities of the Shielded Alpha℠ ETF wrapper. Blue Tractor’s Shield Alpha℠ was one of four semi-transparent models approved by the SEC late in 2019.

Apr 7, 2020

ETFs: a critical tool for managing millennials’ wealth

Assets invested in the global exchange-traded fund (ETF) industry hit an estimated $6.4 trillion at the end of January 2020, which represents massive growth from less than $100 billion in 2000. Wealth advisors and managers are part of the reason why ETFs have grown in popularity—the funds offer low cost, tax-efficiency, asset diversification and scalability. ETFs also resonate with millennials because of their ease of use and inexpensiveness—and wealth managers need to pay attention.

Feb 24, 2020

The ETF “ANTs” go marching one by one: active non- and semi-transparent models

“If you’re a mutual fund warehouse, you’re trying to figure out how to grow your business without giving away your secret sauce.” ~Nichole M. Kramer*, Wall Street Journal, February 8, 2019

Jun 6, 2019

Why passive investment strategies demand active performance attribution

In an environment where passive strategies look set to dominate the future investment landscape, are vendors providing technology solutions that meet the needs of today’s asset managers?

May 3, 2019

Active non-transparent ETFs and mutual funds – A transformational change?

In a March 2019 blog titled ETFs – Looking into the future, I referenced an earlier blog post from February 2018, ETFs: An industry in flux.  I wrote in this earlier blog that, subject to regulatory approval, I hoped to see a great deal of product innovation in 2018—namely actively-managed, non-transparent ETFs.  Well, it seems that at last, and better late than never, the SEC has finally given conditional approval to one strategy: Precidian’s ActiveShares.

Mar 8, 2019

ETFs – Looking into the future

Well, it’s not often that I return from a conference with the distinct sense that a sea change may be upon us, but that is exactly how I feel as I reflect upon the annual Inside ETF conference.

Oct 19, 2018

A new age of investments

In today’s digital age, informed investors are purchasing investment products and services from an ever-expanding variety of new channels at lower costs.

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