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Innovation across the exchange-traded universe has brought forth a host of investment strategies to mainstream investors, allowing for access to previously difficult to reach corners of the global financial market. Aside from the well-known benefits of ETFs, like ease-of-use and transparency, the structure of these investment vehicles holds several, often times overlooked, tax benefits as well. Some declines in asset values might have a silver lining, as they present the opportunity for financial advisors and self-directed investors alike to exercise effective tax management and make prudent use of unrealized losses [see 25 Things Every Financial Advisor Should Know About ETFs].

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One of the oft-cited benefits of the ETF boom over the last several years is the democratization of asset classes, such as commodities and volatility, that were previously available only to sophisticated and wealthy investors. The marriage of these asset classes with the exchange-traded structure allows investors to tap into securities that can be extremely valuable to both long-term portfolios and more active, tactical investing approaches.

The rise of exchange-traded products has also had the effect of bringing countless investment strategies within reach of the average investor; there are now products that segment the markets in almost every way imaginable. From investment disciplines to factor models to quant-based screens, ETFs allow investors to achieve cheap, easy access to stock portfolios that would otherwise require significant time and expenses to construct. [click to continue…]

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After a slow month of new product launches in August, the first few days of September have already seen a noticeable uptick in activity. Wednesday was the first day of trading for four new exchange-traded funds from QuantShares, a newcomer to the ETF industry who had filed details on the suite of market neutral ETFs […]

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AdvisorShares, one of the largest issuers of actively-managed ETFs, has put yet another fund of funds product into an already full pipeline. The proposed Rockledge SectorSAM ETF (SSAM) would seek “to generate stable and consistent annual returns under all market conditions” according to a recent SEC filing. The fund would utilize both long and short […]

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The first quarter of 2011 is officially in the books, and the last three months have been a stretch marked by instability both domestically and abroad. Significant uncertainty remains, as investors are still divided on the outlook for interest rates, further stimulus measures, and the ability of emerging markets to continue driving global GDP growth. […]

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The introduction and rapid expansion of the ETF industry has no doubt been a very positive development for investors big and small. The low fees characteristic of the exchange-traded structure have allowed cost-conscious investors to minimize expenses without sacrificing returns, while the enhanced tax efficiency and intraday trading capabilities have contributed increased flexibility to the […]

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AdvisorShares, the Bethesda, Maryland-based firm behind many of the most successful active ETFs on the market, announced this week a partnership with TrimTabs Asset Management to develop an actively-managed ETF. TrimTabs is an independent institutional research firm built around the premise that stock prices are a function of liquidity rather than value. The company was […]

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While ETFs have been praised for their ability to offer immediate diversification and low cost exposure to a wide variety of asset classes, more and more investors are also realizing that ETFs may also allow them to tap into relatively complex investment strategies that historically would have required either significant time and analysis or a […]

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In this episode, Michael and Eric discuss actively-managed ETFs and what the future holds for these securities. Also on tap in this edition is why these funds have been so slow to catch on and some possible reasons for the relative lack of interest from investors. Click on the video below to hear their thoughts […]

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AdvisorShares continues to expand its footprint in the active ETF arena, announcing today the launch of the Cambria Global Tactical ETF (GTAA). The new fund comes out of a partnership with Cambria Investment Management, the firm run by Mebane Faber and Eric Richardson. Faber is perhaps best known for his 2007 paper A Quantitative Approach […]

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Rob Arnott’s footprint on the ETF industry just might be getting a little bit bigger. ProShares, the Maryland-based leveraged and inverse ETF giant, recently filed details with the SEC on an ETF that would seek to track the performance of the RAFI US Equity Long/Short Index. That benchmark is based on a methodology devised by […]

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New ETFs Grow Up Fast

by on August 20, 2010

Kids today have it rough–at least in the ETF industry. Once upon a time, issuers looking to bring new funds to market had no problem rounding up interested investors; significant demand for new products was a virtual certainty as ETFs made their initial burst on to the scene and all asset values seemed to go […]

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