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Jul 13, 2020

Evolving & ever-changing ETFs – an AP’s perspective: the in-flows and out-flows of ETFs with Dave Nadig

Despite COVID-19 and unrest around the globe, this year has finally seen semi-transparent active ETF launches from American Century’s ActiveShares to Fidelity’s Active ETFs. Although there is uncertainty of what each day, week or month will look like in the new normal, one thing is for sure, the interest for gaining more knowledge about semi-transparent active ETFs is growing. Following the SS&C ALPS webinar on the subject, we sat down with ETF Trends’, Director of Research, Dave Nadig, to get an authorized participants’ (AP) perspective around the flows for these new models.

Jul 7, 2020

Evolving & ever-changing ETFs—considerations from an asset manager’s point of view

Asset managers are fortunate to have a number of fund structures to choose from to launch their various strategies, either within active or passive constructs. As ETFs have gained in popularity with investors for their low cost, tax-efficient, transparent and tradeable structures, asset managers have increasingly concentrated on the ETF wrapper for their new product launches. While the basic blocking and tackling of ETF management is very similar to other fund structures, managing a product that simultaneously trades on a listed exchange presents many new challenges for asset managers that may require additional expertise.

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.

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