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Written by: Ryan McKee, Timothy Gannon, Benjamin Treacy and Michelle Hoerber
Fundamental ETFs can provide an avenue for seeking outperformance while benefiting from the features of ETFs.
Key Takeaways
- Active ETFs can provide an avenue for seeking outperformance while benefiting from the features of ETFs.
- Active ETFs encompass a broad spectrum of approaches including sole-manager fundamentally driven funds, team- or multi-manager funds, quantitatively-oriented solutions and some solutions that may combine bottom-up analysis and quantitative approaches.
- Combining high-conviction insights from multiple portfolio managers in a quantitatively disciplined way may have benefits for consistency and risk-adjusted returns.
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