The exchange-traded fund (ETF) structure shares certain similarities with mutual funds, but also important differences that investors need to understand, especially if you’re used to investing through mutual funds. These differences can prove to be advantageous for investors in actively managed ETFs compared to other investors who hold their money in active mutual funds. Investing […]
While the Genuine Investors ETF (ticker symbol: GCIG) was only recently launched with its publicly-traded debut on December 1, 2021, its portfolio manager overseeing the fund, Guy Davis, has more than a decade of experience managing assets for institutions and high net worth clients. Beyond his professional credentials as a CFA Charterholder, Guy has co-authored […]
In May 2010, ActiveETFs | InFocus spoke with Paul Weisbruch, who is the VP of ETF/Index Sales and Trading at Street One Financial. Street One Financial is an ETF liquidity provider and works with advisors in helping them access liquidity and trade ETFs efficiently. Paul chats with us about a fundamental misconception about ETF liquidity, […]
How Much Does Your ETF Really Cost? Let’s Discuss an Active ETF Expense Ratio vs. Index ETFs vs. Mutual Funds One of the most important factors to consider when analyzing and comparing ETF investment options is the expenses of the fund. The ETF arena now has so many investment options, that many areas in the […]
Active mutual funds faced their first stern challenge when indexing started gaining ground and investors started putting money into passive strategies through index ETFs and index mutual funds. However, that challenge came from another discipline of investing – from people who didn’t believe in active management. So as far as active mutual funds were concerned, […]
When comparisons are made between actively-managed ETFs and their competitors, they are often compared with their passive counterparts. The 4 pillars of the ETF structure that gives it such an advantage is their liquidity, tax efficiency, transparency and of course low cost. The argument is made that Active ETFs are deficient to Index ETFs because […]
Actively managed ETFs were first launched in the U.S. in 2008 offering benefits previously unavailable to investors. But their popularity remained limited until 2019 due to portfolio disclosure requirements favoring mutual funds as the preferred vehicle for active management. However, an announcement by the Securities and Exchange Commission in November 2019 permitting new types of […]
Technology has rapidly advanced many areas of our lives in the past decade or so. One of the more useful ones in the investing world has been the introduction of ETF’s. Exchange Traded Funds (or ETF’s) are becoming more and more popular among investors. Everyone from retail investors to financial advisors and institutions are making […]
Much has been made of disclosure issues relating to Actively-Managed ETFs. The disclosure related concerns were probably what made the SEC take 2-3 years before finally approving the first Active ETF in 2008, which was brought to market by Bear Stearns. The discussion of this issue usually revolves around Active ETFs being seemingly less […]