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Understanding Actively Managed ETFs

 

Tuesday, May 14, 2019 at 11:00 am EDT | 4:00 pm GMT

Investors tend to think of ETFs as only products that track an index, but CFRA has seen supply and demand for actively managed ETFs where security selection is at management’s discretion. More asset managers are leveraging their fundamental investment strategies previously available only in a mutual fund and launching transparently run, tax-efficient ETFs.

CFRA invites you a complimentary webinar on May 14, during which we’ll explore this topic further. You will hear from Todd Rosenbluth, CFRA Head of ETF & Mutual Fund Research and Dodd Kittsley, Davis Funds National Director as they discuss:

  • What makes an active ETFs different than a market-cap weighted or smart-beta index fund?
  • Can actively managed ETFs keep up relative to free and nearly free ETFs?
  • How should advisors consider these products relative to their broader portfolio?

 

Presented by:

  • Todd Rosenbluth, Head of ETF and Mutual Fund Research, CFRA
  • Dodd Kittsley, National Director, Davis Advisors

 

 

 About Dodd Kittsley 

Dodd Kittsley is National Director at Davis Advisors, an independent, employee-owned investment management firm founded in 1969. Dodd was previously Head of ETF Strategy for Deutsche Asset Management, Global Head of ETP Research for BlackRock, Head of Due Diligence for iShares and Director of Sales Strategy at Barclays Global Investors. Mr. Kittsley has also held research and fund due diligence positions at State Street Global Advisors and Morgan Stanley. He has published extensively and is a frequent speaker at industry conferences and in the media.

Mr. Kittsley earned a B.A. degree from Hamilton College and a Master’s degree from University of Houston. He holds various U.S. securities licenses and serves on FINRA’s continuing education committee. He received the Chartered Financial Analyst (CFA®) designation and is a member of CFA® Institute.

 

 About Todd Rosenbluth

Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times and the Wall Street Journal. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence.

Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.

Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.

 


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