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What’s Behind Semi-Transparent ETFs — The Latest Revolution in Active Management


Thursday, September 17, 2020 | 4:00 pm ET / 1:00 pm PT




A relatively new type of ETF fund, often referred to as “semi-transparent ETFs” allows active asset managers to capitalize on the benefits of the ETF structure—including more-liquid trading and tax advantages—while keeping their strategy hidden to protect shareholders. Learn More


 

PRESENTER:
Nick Elward
SVP, Head of Institutional Product and ETFs
Natixis

 


PRESENTER:
Douglas M. Yones, ChFC
Head of Exchange Traded Products
New York Stock Exchange

 


MODERATOR:
David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

 

 
A relatively new type of ETF fund, often referred to as “semi-transparent ETFs” allows active asset managers to capitalize on the benefits of the ETF structure—including more-liquid trading and tax advantages—while keeping their strategy hidden to protect shareholders.

Until recently, transparency was the highest hurdle faced by most equity managers otherwise interested in capitalizing on investor interest in ETFs, but there were concerns about the potential for front running. Some managers tackled the issue head on and created fully-transparent, actively-managed ETFs. And some bond strategies and MLPs enjoyed success, but others failed to gain traction in a market dominated by low-cost index products.

This webinar will explore the current state and future direction of the active ETF market, with particular emphasis on its latest trend: active semi-transparent ETFs. Attend this webinar and hear portfolio managers explain:
  • What’s behind the sudden interest and excitement in semi-transparent, actively-managed funds
  • How they have adapted to working within this ETF vehicle type
  • Their latest market insights heading into 2021
  • Why this innovative strategy may be the best approach to active equity ETFs for your clients
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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