ETF Database » Actively-Managed ETFs

AdvisorShares Launches Global Echo ETF (GIVE)

Michael Johnston — Thu, 24 May 2012 13:30:23 +0000

AdvisorShares has made another addition to its lineup of actively-managed ETFs, recently debuting a fund that will focus on the concept of sustainable investing. The new Global Echo ETF (GIVE) will be structured as a core allocation that will seek out sustainable investment-themed opportunities across various asset classes, including fixed income, equities, and alternatives. The GIVE portfolio will include individual securities as well as other ETFs [see also 101 ETF Lessons Every Financial Advisor Should Learn]. Sustainable Investing 101 According to AdvisorShares, sustainable investment opportunities take environmental sustainability, social responsibility, and corporate governance factors (ESG) into account when making allocation decisions. Sustainable investing methodologies have the potential to contribute to superior long-term investing returns if managers are able to identify securities that will benefit from positive ESG factors. In other words, it can be beneficial to own stocks that build strong community relationships, avoid costly lawsuits and investigations, and have [...]

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101 ETF Lessons Every Financial Advisor Should Learn

Michael Johnston — Wed, 23 May 2012 12:00:06 +0000

Exchange-traded funds (ETFs) have burst on to the scene in the last few years, raking in hundreds of billions of dollars in assets and prompting a major shift towards indexing strategies in the process. ETFs have empowered financial advisors (FAs), registered investment advisors (RIAs), Chief Financial Officers (CFOs), money managers, and retail investors to take greater control over their portfolios, pushing down fees and maxing out tax efficiency in the process. While ETFs appear quite simple on the surface, these securities can be quite complex. In order to get the most out of ETFs, there’s a lot that investors need to know about the structure, opportunities, and limitations of these securities. Below we outline just about everything you need to know about ETFs, from the basics to the more sophisticated aspects of these products. 1. ETFs Are Tax Efficient One of the biggest advantages of ETFs is their tax-efficient structure; [...]

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22 ETF Experts You Need to Follow on Twitter

Michael Johnston — Tue, 22 May 2012 13:00:31 +0000

The ETF corner of the Twitterverse represents the crossroads of perhaps two of the hottest trends of the past five years. ETFs have burst onto the investing scene as tools for accomplishing a growing range of objectives, while social media has emerged as a tremendously powerful tool for staying up to date on just about everything. For financial advisors and retail investors looking to stay current and further their ETF education, there are a number of great free resources out there. Below are 22 follow-worthy ETF experts, analysts, and issuers; if you sign up to follow these folks, you’ll have no shortage of entertaining, insightful reading. 1. ETFTrends (@ETFtrends) ETFtrends.com was registered as a domain June 19th, 2005 at a time when the ETF industry as a whole had less than $500 billion. The site is the brainchild of Tom Lydon (@tomlydon), a savvy money manager who coordinates the site and his [...]

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The Cheapest Actively Managed ETFs

Stoyan Bojinov — Thu, 10 May 2012 11:00:35 +0000

Institutional money managers, financial advisors, and investors of all walks have largely embraced the advantages offered by the exchange-traded product structure over traditional mutual funds. The rising popularity of indexing strategies makes it easy and affordable for investors to tap into virtually any asset class around the globe through the purchase of a single ticker. Thanks to the ongoing innovation in the ETF Universe, investors don’t have to settle for a passive strategy; in fact, increasing cost competition among issuers has led to lower prices for both passive and actively managed funds, allowing for investors to tap into a diverse suite of strategies without incurring astronomical expenses [see also Five Questions To Ask When Buying An ETF]. Cost efficiency is one of the founding pillars of the ETF industry, and as such, the exchange-traded product structure continues to evolve into a more affordable investment vehicle. Cost-conscious investors have several dozen “cheap” ETFs with rock bottom expense ratios to choose [...]

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PIMCO Launches Active TIPS ETF (ILB)

Michael Johnston — Tue, 01 May 2012 13:30:28 +0000

PIMCO, fresh off the extremely successful launch of its Total Return ETF (BOND), has rolled out another actively managed bond fund that taps into a corner of the fixed income market that has generated significant interest in recent years. The new Global Advantage Inflation-Linked Bond Strategy Fund (ILB) will be comprised of inflation-protected bonds, securities that are designed to appreciate along with official inflation metrics. The new PIMCO ETF will be benchmarked against the PIMCO Global Advantage Inflation-Linked Bond Index, and will invest in inflation-protected bonds that are ‘economically tied to at least three developed and emerging market countries (one of which may be the United States)” according to the prospectus. While most inflation-protected bond ETFs focus primarily on U.S. securities, there are a handful that maintain an international focus. The SPDR DB International Government Inflation-Protected Bond ETF (WIP) holds a broad-based portfolio with a tilt towards Western Europe, while the iShares [...]

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State Street Launches 3 Actively Managed Allocation ETFs

Michael Johnston — Thu, 26 Apr 2012 14:00:10 +0000

State Street, one of the largest ETF issuers by total assets, has thrown its hat into the active ETF ring with the launch of three multi-asset class products. The new ETFs, each of which will be structured as fund-of-funds, include: SPDR Multi-Asset Real Return ETF (RLY) SPDR Income Allocation ETF (INKM) SPDR Global Allocation ETF (GAL) This launch marks a major stride forward for the industry veteran while also showcasing the growing demand for actively managed ETFs [see also Free Report: How To Pick The Right ETF Every Time]. Under The Hood: RLY RLY seeks to achieve “real return,” or a rate of return greater than the rate of inflation over a full market cycle [see Real Return ETFs]. In seeking to accomplish that objective, RLY will invest in other ETPs that cover four primary asset classes: TIPS, domestic and international real estate, commodities, publicly-traded companies operating in the commodities [...]

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April Roundup: Launches, Filings, and Closures

Touring The Muni Bond ETF Universe

Michael Johnston — Thu, 12 Apr 2012 11:00:08 +0000

Innovation has become a common occurrence in the ETF industry in recent years, transforming the product lineup from a collection of blunt instruments into an arsenal of more than 1,400 investing tools. Among those products are a growing number of precise, targeted tools that allow investors an unprecedented level of granularity when building a portfolio. This is certainly the case in the muni bond ETF space, where more than a dozen ETFs slice and dice the market to deliver unique blends of risk and return potential [see our Ready To Retire ETFdb Portfolio]. By far the most popular muni bond ETF is the iShares S&P National Municipal Bond Fund (MUB), which has nearly $3 billion in assets and casts a wide net across this corner of the fixed income market. But for investors looking to utilize more precise tools to access muni bonds, there are a number of other options [...]

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Three Active ETFs Beating The Market

Stoyan Bojinov — Tue, 10 Apr 2012 11:00:00 +0000

Improving growth expectations and renewed optimism have been dominant themes so far in 2012. Economic data releases on Wall Street have been bolstering equity markets higher since the start of the year, marking an impressive comeback from the dismal days of 2011. Ongoing bullish price action coupled with a growing sense of confidence surrounding the global economic recovery have helped some lesser-kn0wn active products generate impressive performances relative to passive equity benchmarks [see ETF Insider: Will The Bears Crash Earnings Season?]. With corporate earnings season set to commence later today, many investors are looking for ways to favorably position themselves in anticipation of further upside. On the other hand, some are fearful that a correction could soon follow given the stellar run-up thus far. In either scenario, investors ought to take a closer look at actively-managed ETFs; these products could offer a source of uncorrelated returns to broad equity markets, while also potentially outperforming [...]

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5 ETF Plays For Doomsday Predictions

Stoyan Bojinov — Wed, 04 Apr 2012 13:00:54 +0000

Investors have seemingly brushed aside looming debt woes on both sides of the Atlantic ocean as improving growth expectations have helped pave the way higher for equity markets around the globe. Bullish momentum has undoubtedly prevailed on Wall Street thus far in 2012, although many are fearful that a steep market correction is just around the corner. Economic data releases have been encouraging over the past few months, however weakness in the housing and labor markets continues to be a major drag on the recovery efforts at home [see also Doomsday Special: 7 Hard Asset Investments You Can Hold In Your Hand]. The million dollar question that investors are asking themselves is whether to jump aboard the bull-train or stand back in anticipation of a derailment in the foreseeable future? Remember that the trend is your friend; calling the top on a bull market can be wildly profitable, however, more often than not, investors are [...]

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Highlighting 10 Successful Active ETFs Not Named TRXT

Michael Johnston — Mon, 12 Mar 2012 11:00:24 +0000

The debut of PIMCO’s highly-anticipated Total Return ETF (TRXT) earlier this month has been hailed as a pivotal moment for the active ETF industry, potentially opening up the floodgates to significant future inflows. There seems to be an opinion that the active ETF movement has been something of a failure to date, failing to bring in significant amounts of assets and gain much in the way of traction. The momentum has certainly been lacking for equities; the dozen or so actively managed stock ETFs have little to show in terms of AUM. But in other asset classes such as fixed income and alternatives, a number of active ETFs have taken off and accumulated in excess of $100 million. Below, we profile ten of the largest active ETFs on the market [see also The Guide To The Biggest Companies In Every Major Commodity Sector]: PIMCO Enhanced Short Maturity Strategy Fund (MINT): $1.4 [...]

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ETF Database » Actively-Managed ETFs

AdvisorShares Launches Global Echo ETF (GIVE)

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101 ETF Lessons Every Financial Advisor Should Learn

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22 ETF Experts You Need to Follow on Twitter

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The Cheapest Actively Managed ETFs

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PIMCO Launches Active TIPS ETF (ILB)

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State Street Launches 3 Actively Managed Allocation ETFs

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Touring The Muni Bond ETF Universe

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Three Active ETFs Beating The Market

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5 ETF Plays For Doomsday Predictions

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Highlighting 10 Successful Active ETFs Not Named TRXT

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