Investing Ideas

Uncovering alpha insights with core equity ETFs

Fundamental ETFs can provide an avenue for seeking outperformance while benefiting from the features of ETFs.

By: Ryan McKee Timothy Gannon Benjamin Treacy Michelle Hoerber
Updated: 11/14/2024
Key Takeaways
  • Active ETFs can provide an avenue for seeking outperformance while benefiting from the features of ETFs.
  • Active ETFs encompass a broad spectrum of approaches including sole-manager fundamentally driven funds, team- or multi-manager funds, quantitatively-oriented solutions and some solutions that may combine bottom-up analysis and quantitative approaches.
  • Combining high-conviction insights from multiple portfolio managers in a quantitatively disciplined way may have benefits for consistency and risk-adjusted returns.
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Diversification does not ensure a profit or guarantee against a loss.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. ETFs are bought and sold at prices set by the market—which can result in a premium or discount to NAV—the returns calculated using market price (market return) can differ from those calculated using NAV (NAV return).

Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk. Nothing in this content should be considered to be legal or tax advice and you are encouraged to consult your own lawyer, accountant, or other advisor before making any financial decision.
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