Developing a framework for active ETF due diligence

Key takeaways

The rise in the number of active ETFs along with assets managed under these types of funds underscores the importance of developing a comprehensive understanding and strong due diligence framework for navigating the active ETF landscape.
While the ETF structure can offer benefits such as lower costs, increased tax efficiency, and transparency, the extent of these advantages varies depending on the underlying strategy.

Executive summary

Since the enactment of the ETF Rule in 2019, the active ETF landscape has expanded rapidly, offering investors the ability to leverage the benefits of active management within a liquid, transparent, and tax-efficient structure. This paper presents a framework for assessing active ETFs, highlighting the distinctive aspects of this investment structure that need to be considered when evaluating and selecting these funds.

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In Depth

Wealth Management

Developing a framework for active ETF due diligence

Key takeaways

Executive summary

In Depth

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