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Active ETF Explorer
What are exchange-traded funds (ETFs)? How do actively managed ETFs differ from their passive counterparts?
Discover their benefits and strategic roles in a portfolio. Join us on this interactive journey to learn more!
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Welcome to Active ETF Explorer, an interactive journey that will lead you to the World of Active ETFs!
You’ll get to know the basics of active ETFs, equipping you with the knowhow to better plan to achieve your financial goals.
At each check point, you will get a marker that gives you clues to help you move forward and explore the exciting World of Active ETFs. Stay on course with us and collect all the markers to complete the journey!
Let’s start!
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Many investors may associate “ETFs” with passive investments.
In fact, not all ETFs are passively managed. ETF is a collection of assets that trades on an exchange. A range of investment strategies can be placed in the ETF structure to leverage its benefits. Some common types of ETFs include:
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Active ETFs are managed by investment professionals to pursue a specific outcome — for example, outperforming an index, generating income, or achieving control in terms of duration, yield or credit quality. They are overseen by portfolio managers who are supported by a team of research analysts.
Active ETFs combine the merits of the two worlds — investors can benefit from the easy trading and potential cost savings offered by an ETF, along with the research insights and experiences of the portfolio managers and research analysts.
The “active management” human element gives these ETFs more flexibility in pursuing returns and managing risks. In times of volatility, portfolio managers can take defensive measures to try limiting losses versus an index.
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Increasing demand from a wide array of investors has bolstered global assets under management of active ETFs to increase more than 6 times during 2018-2023, reaching US$689 billion. In 2023, 20% of ETF flows went to active ETFs*.
So far, active ETFs have made up only 6% of the global ETF AUM*, but this growth is likely to continue. According to the Global ETF Investor Survey 2024 from Trackinsight**, 72% of investors globally are planning to increase their active ETF allocation in the next 2-3 years.
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The growing active ETF market is providing a diverse range of investment choices.
By asset class: equity, fixed income, commodity & currency.
By strategy:
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The wide variety and versatility of active ETFs allow them to play several different roles in an investor’s portfolio.
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To summarize, active ETFs allow investors to enjoy the benefits of the ETF structure, while also offering the chance to enhance performance, achieve regular income or total return.
Investors can use active ETFs to further diversify their portfolios, seek excess return over passive investments and enhance cost effectiveness, transparency and liquidity.
Bring along this cheat sheet to start exploring the exciting World of Active ETFs!
More ETF insights
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