‘ Hedge Funds ’

Replication: a simple solution to the hedge fund fee conundrum

Mar 29th, 2021 | By
Replication: a simple solution to the hedge fund fee conundrum

The great hedge fund fee debate is arguably asset management’s Gordian Knot – on the surface an intractable problem, but one that may have a relatively simple solution for allocators and institutions. 


ASYMmetric debuts with long/short equity ETF

Mar 11th, 2021 | By
Darren Schuringa, CEO and Founder of ASYMmetric ETFs

New York-based ASYMmetric ETFs has listed its debut product, a hedge fund-style ETF targeting an absolute return profile within US large-cap equities.


KFA partners with Mount Lucas on managed futures index ETF

Dec 11th, 2020 | By
Jonathan Shelon, COO of Krane Funds Advisors

Krane Funds Advisors has teamed up with Mount Lucas Management to launch an index-based ETF providing exposure to a managed futures strategy across equities, currencies, and global bond markets.


Accelerate launches diversified alternatives ETF

Nov 25th, 2020 | By
Julian Klymochko, Founder and CEO of Accelerate

Accelerate Financial Technologies has launched a new actively managed ETF in Canada providing diversified exposure to multiple alternative investment strategies.


JP Morgan debuts active equity ETFs; shutters hedge fund ETFs

May 26th, 2020 | By
Bryon Lake, International Head of ETFs at JP Morgan Asset Management

JP Morgan Asset Management has announced changes to its US ETF product suite including the introduction of its first actively managed equity ETFs and the closure of ETFs providing hedge fund-style returns. Bryon Lake, Head of Americas ETF Distribution at JP Morgan Asset Management, said, “We regularly monitor and evaluate our product line-up as market and economic conditions evolve. This process allows us to optimize and scale our product offerings to better meet client objectives and market demand.”


Little Harbor Advisors launches S&P 500 volatility-based absolute return ETF

May 20th, 2020 | By
Jeff Landle, Little Harbor Advisors’ chief investment officer

Little Harbor Advisors has launched a new actively managed ETF on Cboe BZX that pursues an absolute return strategy based on volatility expectations within the US large-cap equity universe. The LHA Market State Alpha Seeker ETF (MSVX US) is sub-advised by Thompson Capital Management and has been seeded with $25 million. Jeff Landle, Chief Investment Officer at Little Harbor Advisors, said, “We had been aware of Thompson Capital Management’s volatility strategy for some time and believe if ever there was a period to pay attention to volatility it is today.”


Water Island debuts AltShares brand with global merger arbitrage ETF

May 14th, 2020 | By
John S. Orrico, Founder and CIO of Water Island Capital.

New York-based Water Island Capital has become the latest entrant to the ETF industry with the launch of the AltShares Merger Arbitrage ETF (ARB US) on NYSE Arca. The fund harnesses the firm’s 20-years of experience in managing event-driven portfolios to provide passively managed exposure to a global merger arbitrage investment strategy. John S. Orrico, Founder and CIO of Water Island Capital, said, “We are pleased to bring Water Island’s time-tested approach to merger arbitrage investing to those interested in accessing this strategy through a passively managed ETF.”


First Trust launches actively managed merger arbitrage ETF

Feb 7th, 2020 | By
First Trust launches actively managed merger arbitrage ETF

First Trust Advisors has launched a new actively managed ETF in the US providing returns similar to those attributable to hedge funds pursuing merger arbitrage strategies. The First Trust Merger Arbitrage ETF (MARB US) has listed on NYSE Arca and comes with an expense ratio of 1.94%. Ryan Issakainen, Senior Vice President, ETF Strategist at First Trust, commented, “Since this ETF is expected to have low correlations to both stocks and bonds, we believe it will be an effective tool for investment professionals seeking to further diversify their clients’ portfolios.”


CI Investments unveils liquid alternatives ETFs in Canada

Feb 3rd, 2020 | By
Kurt MacAlpine, CEO of CI Financial

Canadian asset manager CI Investments has launched a suite of three actively managed ETFs on Toronto Stock Exchange providing exposure to liquid alternative investment strategies. Kurt MacAlpine, Chief Executive Officer of CI Financial, commented, “Our liquid alternatives are sophisticated and innovative strategies that offer distinct benefits for investor portfolios, including the potential for enhanced returns, capital preservation, and reduced correlation to traditional asset classes.”


iM Global Partner and Dynamic Beta Investments launch long/short hedge fund ETF

Jan 8th, 2020 | By
Andrew D. Beer, Managing Partner of Dynamic Beta Investments

Paris-headquartered investment platform iM Global Partner and New York-based investment manager Dynamic Beta Investments have partnered on their second ETF: the iM DBi Hedge Strategy ETF (DBEH US). The fund is actively managed and provides exposure to a long/short global equity strategy based on the asset allocations of leading hedge funds. Andrew Beer, Managing Member of Dynamic Beta Investments, said, “The iM DBi Hedge Strategy ETF exemplifies Dynamic Beta’s mission: provide investors with innovative alternative investment solutions with low fees and daily liquidity and minimize single manager risk.”