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Active ETFs

Growth Spurt: Active ETFs on the way to $500 billion By Jason Kephart

McKinsey says name brands will drive big growth over next seven years Actively managed exchange-traded funds have yet to take off with investors — with one big exception — but over the next several years, experts expect them to grow faster than their passive brethren.   Pooneh Baghai, co-leader of the Americas wealth management, asset management and retirement practice at McKinsey & Co., predicts that assets in actively managed exchange-traded …

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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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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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Actively Managed ETFs get Big-Name Backing By Rachel Konig Beals for Reuters

CHICAGO (MarketWatch) — Actively managed exchange-traded funds may have gotten the headliner needed to push this sleepy category into the investing mainstream. Bill Gross and his bond-fund-giant Pimco in early May added a third actively managed ETF to their roster. This offering follows their actively managed Pimco Total Return ETF BOND -0.0095% . What should investors make of frontier-market exchange-traded funds? Is the proliferation of leveraged ETFs hurting the market? …

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Pendulum Shifts to Active ETF’s By Tom Lydon Tisha Guerrero contributed to this article.

May 6th Actively managed exchange traded funds are finally getting some attention, as successful new products have recently launched. The fixed income category of active management has been able to acquire assets, setting momentum for this area of the market. “Although we estimate that actively managed ETFs represent roughly 5% of all the assets in U.S.-traded ETFs, we see interest on the rise, as evidenced by the number of such …

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Actively Managed ETF’s small, But Growing By James Armstrong for Traders Magazine Online News

April 27, 2012 Actively managed exchange-traded funds don’t account for a huge portion of the ETF universe, but that could be changing, and the New York Stock Exchange’s electronic venue Arca, where the majority of ETFs are listed, is banking on that being the case. According to Laura Morrison, head of U.S. ETP listing and trading for NYSE Euronext, actively managed ETFs have seen their assets grow 64 percent over …

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State Street Global Advisors Rolls Out First Active ETF’s By Jason Kephart

April 26, 2012 State Street Global Advisors-First wave to focus on tactical allocation State Street Global Advisors, the second-largest provider exchange-traded products, unveiled its first actively managed ETFs on Thursday. The firm has launched three ETFs of ETFs that are tactically managed by SSgA’s Investment Solutions Group. “We’re at the beginning of a large bullish market for tactical-allocation products,” said Christopher Goolgasian, head of U.S. portfolio management at the unit, …

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ETF-Based Strategies Grew 43% as Investors Avoid Active Funds By Christopher Condon

  Jan. 23 (Bloomberg) — Money overseen by U.S. investment managers who buy exchange-traded funds instead of individual stocks and bonds rose by 43 percent in the last year, even faster than the growth for ETFs, according to a report from Morningstar Inc. The 370 ETF-based investment strategies tracked by Morningstar grew to $27 billion in the year ended Sept. 30, the Chicago-based research firm said today. That outpaced the …

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Absolute Return: winners and losers

With absolute return portfolios growing in portfolio, how can you separate the good from the ugly? Top managers share their experience over the past year with Citywire Global. Marta Campello, Abante Asesores Investors ask for positive returns and low volatility in any market conditions. Since we have experienced a prolonged spell of volatility they are looking for shelter in so-called absolute return funds, but they do not show a clear …

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Alternative Strategies Allocation

Last week my partner and I participated in the webinar about Alternative Investment strategies and how to position them in your portfolio. We also discussed the types of alternative strategies that are out there.   We also talked about what is commonly called the Endowment Model and below is the performance of the Harvard Management Company, which manages the endowment of Harvard University and I see that they have excellent …

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