Active ETF Basics

An actively-managed ETF uses a professional portfolio manager select the securities to be included used in the investment strategy.

An actively managed ETF is an exchange trade fund that is managed by a single or team of fund managers.

Actively Managed ETF Features

  • Ability to reach to changing markets
  • Discretionary money management
  • Liquidity
  • Transparency
  • Investment strategies that seek to out perform index benchmarks

Historically, actively managed investment strategies have been most easily accessible through mutual funds. Today investors that utilize the same types of investment strategies and professional money management with all of the features that ETFs provide, including:

  • Liquidity
  • Transparency
  • Tax efficiency

The combination of active management and the ETF features provide investors an innovative new solution to manager their investment strategy to achieve their investment goals.