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Learn how these funds fit into modern portfolio construction
Key Takeaways
- Active ETFs combine some of the most useful features of ETFs—liquidity, transparent fees, favorable tax treatment, and diversification—with active management.
- The wide range of investment approaches among active ETFs means that these funds can serve a variety of roles in a client portfolio, from achieving exposure to the broad market or a narrow market niche, to seeking income generation, to possibly acting as a defensive hedge.
- Active ETFs can be a useful tool in the portfolio construction tool kit during periods of market volatility.
Get the full white paper here: Why active etfs, why now?
Related: The Role of Alternative Investments in Multi-Asset Portfolios