Author Archives: gurvich1

ETF Spotlight: Actively Managed Funds By Tom Lydon

Actively Managed ETFs: Actively managed exchange traded funds are beginning to make their mark in the $1.2 trillion ETF industry. Hybrid indices and equity-focused actively managed ETFs are hitting the market, after the success of the PIMCO Total Return ETF. The active ETF universe is “heterogeneous,” says Morningstar ETF analyst Robert Goldsborough, though heavily skewed toward fixed income. “There are a lot of unique strategies, but not a lot of mainstream …

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Pros and Cons of Actively Managed ETF’s By Robert Powell (Market Watch)

 —A growing number of investment firms, hoping to jump on the exchange-traded-fund band wagon, are launching actively managed ETFs. In recent weeks, for instance, several large managers best known for their active management, including PIMCO, BlackRock, Fidelity Investments, and John Hancock, either plan to or have already launched funds that seek to give investors the best of both worlds—mostly low costs, intraday trading and a chance to beat the indexes. …

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As ETFs Evolve, New Species Emerge By Caitlyn Grudzinski

ETFs have grown 25% a year since 2002 and many experts see this growth continuing in the future. In addition to taking over a larger share of the broad market, ETFs could also grow in terms of complexity and structure. As index-based trading becomes more popular, as in the ETF market, ETF sponsors and index providers will “push to develop new and interesting indexes,” says Michael Mundt, a partner at …

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Should You Move Into Active ETF’s? By Tom Taulli

Fidelity joins other providers looking to break open the space  |  Aug 6, 2012 The market for exchange-traded funds has surged in popularity during the past decade, with assets now over $1.5 trillion. That growth is no fluke. ETFs offer both affordability and access, as they typically have low fees and track just about any type of market, from stocks to bonds to commodities. Still, the exchange-traded world isn’t perfect. Perhaps …

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New ETF Firm Gencap Buys FactorShares By Olly Ludwig

July 16, 2012   FactorShares, the ETF sponsor behind a quintet of leveraged spread funds and a trio of resource-focused equity funds now in registration, was acquired by a new white-label exchange-traded fund company that aims to help clients bring to market just about any sort of ETF imaginable. Terms weren’t disclosed. GencapVentures LLC—a new firm headed by former MacroMarkets Chief Executive Sam Masucci, and involving a number of ETF …

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ETF Growth: Will It Hit A Wall By Brendan Conway

Bernstein Research poses the question this morning. Yes, the firm argues, exchange-traded funds’ growth could slow considerably. It could happen without a break into 401(k) plans and without substantial new growth outside ETFs’ home base in passive investing. Bernstein’s Luke Montgomery, Brad Hintz and Gabriel Farajollah are specifically challenging the view that active management and fixed income can drive the industry’s asset levels as high as hoped. They’re taking on the …

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Advisors call for rethink of absolute return definitions By Chris Salih

11 June 2012 8:00 am Advisers have called for a simplified definition for the absolute return sector after the Investment Management Association published three potential proposals for an overhaul of its current structure. The trade body is considering redefining and dividing the sector to group the funds alongside traditional asset-based sectors. One option being explored is to sub-divide the existing absolute return sector, indicating which funds are targeting more stable …

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Active Vs. Passive investing: Which is right for your charity? The content of this article is provided by Octopus Investments, provider of the CAF Managed Portfolio Service.

Active and passive investments each have benefits, but when put together they could provide long-term, consistent returns Active vs passive investments – which should come first in your charity investment portfolio? Photograph: Gk Hart/vikki Hart/Getty Images The big debate within the investment community shows no sign of abating: which is better, active or passive investments? The argument is clouded by vested interests. We believe, however, that it’s a valuable debate …

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Sell All Your Mutual Funds – And Save By Brett Eversole Analyst, True Wealth Systems

  Tuesday, May 29, 2012 Today’s advice is simple: You need to call your broker and sell your mutual funds right now. Don’t worry. We aren’t on the brink of catastrophe. I don’t believe the stock market is going to collapse. But there is NO reason you should own any mutual funds today… or any other time for that matter. Selling your mutual funds will easily save you a hundred …

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Hitchhikers Guide To The ETF Galaxy By Michael Johnston

May 14, 2012 | At times, it seems as if the number of ETFs available to U.S. investors will soon exceed the number of stars in the sky. That might be overstating things a bit, but the pace of expansion in the ETF industry has truly been impressive over the last several years. With multiple products seemingly debuting every week and very few shutting down (despite countless predictions to the …

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