Active ETFs | In Focus spoke in-person with Bill Thomas, who is the CEO of Grail Advisors. Grail currently has 7 actively-managed ETFs on the market and just recently announced a partnership with DoubleLine Capital, which is lead by the respected fixed-income manager – Jeffery Gundlach. Bill talks to us about their new partnership, Active ETF disclosure, prospects for mutual fund conversions.
Interviews
Active ETFs | In Focus spoke with Randy Bertman, who is the President of Huntington Asset Advisors. Huntington recently filed with the SEC to launch actively-managed ETFs and got a lot of attention after announcing its intent to roll one of its mutual funds into a proposed Active ETF. Randy chats with us about their mutual fund conversion plans, their decision to take a fee haircut and why Active ETFs make a lot of sense for shareholders while presenting a new distribution opportunity for mutual fund managers.
ActiveETFs | InFocus spoke with Rob Ivanoff, who is the Director of Research at Financial Products Research (FPR). Rob’s work and commentary on mutual fund trends and investments has been featured and quoted in the WSJ, Financial Times and many other publications. He chats with us about how advisors view Active ETFs, how they fit into 401(k) plans and the challenges they face to adoption.
ActiveETFs | InFocus spoke with Paul Weisbruch, who is the VP of ETF/Index Sales and Trading at Street One Financial. Street One Financial is an ETF liquidity provider and works with advisors in helping them access liquidity and trade ETFs efficiently. Paul chats with us about a fundamental misconception about ETF liquidity, how investors can trade efficiently in seemingly illiquid ETFs and the creation/redemption process.
ActiveETFs | InFocus spoke with – Bill Thomas,CEO of Grail Advisors. Grail currently has seven Actively-Managed ETFs on the market and just recently released a white paper on fixed-income ETFs, which can be found here. Bill chats with us about fixed-income ETFs, Grail’s business mode and details on the mutual fund conversion process Grail Advisors is attempting.
ActiveETFs | InFocus spoke with – Don Suskind, Head of ETF Product Management at PIMCO. PIMCO currently manages more than $200million in assets within Active ETFs and it’s the largest player in the United States Active ETF space. Don talks to us about PIMCO’s move into Active ETFs, how PIMCO plans to handle competition from other new entrants and whether there is scope for Active ETFs in Asia.
ActiveETFs | InFocus spoke with – Rick Ferri, Founder of Portfolio Solutions LLC, a low-cost, fee-only investment management company that specializes in asset allocation by using index mutual funds as well as ETFs. Rick talks to us about the feasibility of Active ETFs as well as why active management still dominates the investment landscape.
ActiveETFs | InFocus spoke with – Tom Lydon, President of Global Trends Investments and Editor of ETFtrends.com. Tom is probably the most public face in the ETF field and is frequently interviewed on CNBC and also cited in other forms of media. Tom talks to us about likely leaders in the Active ETF space, challenges in-store for Active ETFs as well as how their emergence will help the ETF industry as a whole.
