Exchange-traded funds, or ETFs, built their initial reputation as passive investment vehicles, and in that context they’ve matured — with a tradable ETF for practically every passive index in the financial markets. But the entrepreneurial nature of the industry has redirected ETFs toward an actively managed path. This presents significant risks — and opportunities — for traditional asset managers and mutual fund complexes. Join Citi’s Rob Rowe, U.S. Regional Director of Research and Head of the Global Strategy and Macro Group, and Scott Chronert, Head of U.S. Equity and ETF Strategy, as they explore the key factors that are driving this paradigm shift, and the implications for both institutional and retail investors. https://on.citi/3VJ5NvT
Citi’s Post
More Relevant Posts
-
ETFs are shedding their past image as pure passive, index replicating investments and are taking a bigger slice of portfolios overall. Scott Chronert talks to Rob Rowe about the factors behind this secular shift and what it means for the traditional asset managers - listen here:
Exchange-traded funds, or ETFs, built their initial reputation as passive investment vehicles, and in that context they’ve matured — with a tradable ETF for practically every passive index in the financial markets. But the entrepreneurial nature of the industry has redirected ETFs toward an actively managed path. This presents significant risks — and opportunities — for traditional asset managers and mutual fund complexes. Join Citi’s Rob Rowe, U.S. Regional Director of Research and Head of the Global Strategy and Macro Group, and Scott Chronert, Head of U.S. Equity and ETF Strategy, as they explore the key factors that are driving this paradigm shift, and the implications for both institutional and retail investors. https://on.citi/3VJ5NvT
To view or add a comment, sign in
-
-
Bridging the gap between active and passive is just one way we’re pushing the boundaries of ETF investing, to help investors build diversified, competitively priced portfolios. Check out this article by Citywire Wealth Manager where JPMAM portfolio manager, Piera Elisa Grassi, and head of EMEA ETF distribution, Travis Spence, explains why our research-enhanced ETFs are resonating with investors: https://lnkd.in/eZ8Rhgiz #activeETFs
To view or add a comment, sign in
-
A thought provoking post for those asset managers who are considering entering the ETF Marketplace and are wondering how your firms traditional model might be impacted? Ben Keeler raises very important considerations for ETF Managers.
ETFs are popular, plentiful, and eating mutual fund's cake. In a new blog out today, Citisoft's Ben Keeler discusses how investment managers should be adjusting their operations and technology priorities to address the rise of ETFs. As inflows into ETFs continue to gain steam in many markets, Ben Keeler examines the maturity curve of ETFs in three phases--from early stages to saturation to projected diversification into other asset types. With this evolution in mind, he weighs in on four key area of prioritization for asset managers looking to address how this market trend may impact operations now and over the long term. Read more on the blog: https://bit.ly/4bVtAiQ
To view or add a comment, sign in
-
-
ETFs are popular, plentiful, and eating mutual fund's cake. In a new blog out today, Citisoft's Ben Keeler discusses how investment managers should be adjusting their operations and technology priorities to address the rise of ETFs. As inflows into ETFs continue to gain steam in many markets, Ben Keeler examines the maturity curve of ETFs in three phases--from early stages to saturation to projected diversification into other asset types. With this evolution in mind, he weighs in on four key area of prioritization for asset managers looking to address how this market trend may impact operations now and over the long term. Read more on the blog: https://bit.ly/4bVtAiQ
To view or add a comment, sign in
-
-
For institutional investors, active ETFs are becoming an increasingly popular tool for managing cash allocations. In this Allocation Spotlight, Jared Gross explores how they can help managers seek higher returns with lower risk and more flexibility: https://bit.ly/3ZH02Ax #AssetAllocation
To view or add a comment, sign in
-
-
Exchange-traded funds have become a pillar of the investment world since their debut in the early 1990s. In the three decades since inception of the first U.S. ETF — the SPDR S&P 500 ETF Trust (SPY), in 1993 — investors have poured $7.2 trillion into such investment funds, according to Morningstar data through September. ETFs’ market share relative to mutual funds — a chief rival among retail investors — has swelled to almost 30%, up from 13% a decade ago, according to Morningstar. Asset managers have tried to capitalize on this demand by debuting more ETFs. https://cnb.cx/47hmIts
To view or add a comment, sign in
-
-
Curious about actively managed ETFs? Matt Barry, CFA, head of capital markets at Touchstone Investments, breaks down the nuances in an insightful interview with InvestmentNews anchor Gregg Greenberg. Discover why actively managed ETFs are expected to lead the market in the future. https://hubs.ly/Q02kxtql0 #ETFs #InvestmentNews #ActivelyManaged #FinanceInsights
Investors need to know the differences between actively managed ETFs - InvestmentNews
https://www.investmentnews.com
To view or add a comment, sign in
-
Wow: The World's Biggest ETF Issuers — $20 TRILLION In Assets Expected by 2028 🤯 Global ETF AUM sat at just $2.4 Trillion in 2013 according to PwC & Lipper Data. Fast forward to today, assets have EXPLODED to $11.5 Trillion. That's ~5x growth in 10 years. Here are the biggest players in the space right now: 1) BlackRock - $2.8 Trillion 2) Vanguard - $2.6 Trillion 3) State Street SPDR ETFs Street - $1.2 Trillion 4) Invesco Ltd. - $504.2 Billion 5) Charles Schwab - $348.2 Billion 6) First Trust - $168 Billion 7) J.P. Morgan - $148 Billion 8) Dimensional Fund Advisors Fund Advisors - $130.2 Billion 9) VanEck - $79.4 Billion 10) WisdomTree - $77.1 Billion Over 60% of the world’s top 100 asset managers now offer ETFs. A huge market that still has a LOT of growth ahead. Explosive.
To view or add a comment, sign in
-