They are researching the ETFs, experimenting with offerings that combine the features of index funds and quantitative funds and finding areas in client portfolios where the new strategies could work. RIAs expect some of the tax and trading fee advantages to carry over from index ETFs, but have preferred to stay out of the active ETF market until now in order to see it tested.
“I feel there’s an absolute place for this,” said Nicholas Rowe, president of Focus Capital.
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