ETF Sub-Advisory Services
We have the tools and experience to determine and maintain an optimal portfolio
Our investment team has collectively managed over 100 ETFs for a variety of sponsors across active and passive, equity, fixed income, commodity, and fund of funds ETFs. Our ETF management philosophy prioritizes risk minimization, adherence to fund guidelines and restrictions, and managing tax efficiency. We have the tools and experience to determine and maintain an optimal portfolio based on the benchmark and fund guidelines, whether it’s a full replication or an optimized sample of securities of the index.
We have relationships with the major Authorized Participants (APs) and Lead Market Makers (LMMs) and communicate with them throughout development and post-launch to ensure a highly efficient product. We also work with the APs and LMMs to structure trading strategies which maximize the tax efficiency of each fund while minimizing risk.
We are cognizant that that the trading we implement in the underlying portfolio can impact the effectiveness of capital markets. We believe the ETF basket can impact the trading efficiency and performance of the fund and therefore take an active part in the basket creation process.