Gaining Perspective

Our topic today is actively managed ETFs. On November 14, the SEC gave contingent approval for new proxy-based, semi-transparent active ETF structures to four fund families: Natixis, T. Rowe Price, Fidelity and the Blue Tractor Group. This overcomes a major impediment to active ETFs – transparency. No longer do those ETFs need to disclose their underlying holdings – their “secret sauce.”

Show Notes

Our topic today is actively managed ETFs. On November 14, the SEC gave contingent approval for new proxy-based, semi-transparent active ETF structures to four fund families: Natixis, T. Rowe Price, Fidelity and the Blue Tractor Group. This overcomes a major impediment to active ETFs – transparency. No longer do those ETFs need to disclose their underlying holdings – their “secret sauce.”

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.