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Article

Actively Managed Exchange-Traded Funds

Phil Masterson and Sue Wilchusky
The Journal of Index Investing Summer 2010, 1 (1) 90-94; DOI: https://doi.org/10.3905/jii.2010.1.1.090
Phil Masterson
is a managing director, Investment Manager Services Division, at SEI in Oaks, PA.
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  • For correspondence: pmasterson@seic.com
Sue Wilchusky
is a director, Investment Manager Services Division, at SEI in Oaks, PA.
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  • For correspondence: swilchusky@seic.com
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Abstract

ETF assets have steadily grown worldwide from $310 billion in 2004 to $815.2 billion as of March 31, 2010, gathering over $100 billion in each of the last three years, which included the upheaval of 2008 and early 2009. In the United States, ETF assets grew at a compound annual growth rate of over 30% from 2000 to 2009. This growth has attracted start-up managers who are launching niche ETFs, as well as some of the industry’s most well-known managers with significant assets under management, who are incorporating ETFs into their diverse product lineups. ETFs also have a history of product innovation, and this article explores the latest innovation: actively managed ETFs. The article outlines the key features of ETFs, describes the current ETF classifications, addresses whether a mutual fund can convert to an ETF, discusses the active ETFs currently available, and analyzes the impediments to widespread adoption of active ETFs.

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The Journal of Index Investing: 1 (1)
The Journal of Index Investing
Vol. 1, Issue 1
Summer 2010
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Actively Managed Exchange-Traded Funds
Phil Masterson, Sue Wilchusky
The Journal of Index Investing May 2010, 1 (1) 90-94; DOI: 10.3905/jii.2010.1.1.090

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Actively Managed Exchange-Traded Funds
Phil Masterson, Sue Wilchusky
The Journal of Index Investing May 2010, 1 (1) 90-94; DOI: 10.3905/jii.2010.1.1.090
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  • Article
    • Abstract
    • ETF CLASSIFICATION
    • ACTIVE ETFs LAUNCHED TO DATE
    • CHALLENGES TO ADOPTION AND GROWTH OF ACTIVE ETFs
    • CAN A MUTUAL FUND CONVERT TO AN ETF?
    • CONCLUSION
    • ENDNOTES
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