Wealth Management Invest: Accessing Active ETFs, Live From the Morningstar ConferenceWealth Management Invest: Accessing Active ETFs, Live From the Morningstar Conference
Morningstar's Jack Shannon discusses the nuances of active ETFs and whether they deliver on their promises.
David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on their premises.
Listen in as David and Jack highlight:
The increasing growth of active ETFs, with active launches accounting for a growing percentage of ETF product development
Assessment of the performance of active ETFs to date
The potential for active ETFs to cannibalize mutual fund assets
The turnover rates of active ETFs, with many new launches often closing within a few years due to fad chasing or lack of compelling investment strategies
What other research Shannon is working on for the rest of the year
And more
Overall, the episode provides an insightful look into the evolving landscape of active ETFs and their place in the broader investment market.
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About Our Guest:
Jack Shannon is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He focuses on actively managed equity strategies and is the lead analyst for MFS and Artisan Partners, among other firms.
Prior to joining Morningstar in 2020, Shannon worked in commercial banking and was a consultant providing subject matter expertise on complex financial litigation. Shannon holds a bachelor’s degree in economics and history from James Madison University. He also holds a Master of Business Administration in investments and corporate finance from the University of Notre Dame’s Mendoza College of Business.
