that compares active and passive fund management and is the manager of the ActivePassive Funds® and ActivePassive Portfolios®.
This new sixteen-page paper (click to download white paper or visit www.activepassive.com and select Insight) describes recent ETF industry trends and provides a variety of methods and tools that advisors can use to evaluate ETFs. The paper was written to help investment professionals to better navigate the ETF marketplace in order to identify ETFs that are appropriate for their clients’ portfolios. Some of the key subjects in the paper include: critical differences in the formulation and updating of the wide variety of indexes on which passive ETFs are based; the role of actively managed ETFs; and some insights into the potentially unexpected results from leveraged and inverse ETFs.
The paper’s authors are: Daphne Gu, CFA, Senior Analyst, and Jane Li, CFA, CAIA, Manager of Investment Management & Research Team. The authors are both members of FundQuest’s investment committee.
According to Daphne Gu, “The ETF landscape is changing quickly as innovative products are introduced continuously. While we expect this exciting trend to continue, industry research indicates that advisors are overwhelmed by the large number of untested and unproven ETFs and by the complexity of the categories of ETFs. This new white paper was written to help financial advisors to understand some of the key ETF attributes.”
FundQuest is a partner to RIAs, independent advisors, broker-dealers, banks, and trust institutions to help them grow, control expenses, improve profitability, and expand their product and services offerings. FundQuest’s outsourcing services are employed by more than 180 financial advisory firms.
The company’s advanced advisor productivity technology, objective investment research, high quality back-office operations for account administration and reporting, and sales support services assist financial advisors in their efforts to deliver highly competitive personal wealth management services. Service providers gain economies of scale through FundQuest’s infrastructure, which supports more than 70,000 fee-based advisory accounts. FundQuest offers established connectivity to all of the major clearing and custody providers and to firms that self-clear.
FundQuest’s customized outsourcing services are employed to deliver: mutual fund advisory, ActivePassive Funds®, ActivePassive Portfolios®, unified managed accounts, separately managed accounts, income portfolios, alternative investments, annuities, and exchange-traded funds.
The combined US and European operations of FundQuest have $40 billion in assets under management and administration. FundQuest’s services are offered in the U.S. through FundQuest Incorporated, a registered investment adviser based in Boston, MA. FundQuest is part of BNP Paribas, one of the world’s largest financial services firms.
The FundQuest name and logo and ActivePassive Funds and ActivePassive Portfolios are registered trademarks of BNP Paribas.
Past performance does not guarantee future results.
Mutual fund investing involves risk. Principal loss is possible. Investment in the ActivePassive Funds may include risks associated with non-diversification, foreign securities, emerging markets, small and mid cap companies, ETFs, REITs, debt securities, high yield securities, and mortgage backed securities. The fund will bear its share of the fees and expenses of the underlying funds. Shareholders will pay higher expenses than would be the case if making direct investments in the underlying ETFs. Please refer to the prospectus for the risks specific to each fund.
The ActivePassive Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 1-877-273-8635, or by visiting www.activepassive.com. Read it carefully before investing.
FundQuest is the advisor to the ActivePassive Funds® and ActivePassive Portfolios® and is an affiliate of BNP Paribas. The ActivePassive Funds are distributed by Quasar Distributors, LLC.
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