Index-Linked ETF Strategies: Index-Linked ETF Strategies “Managed Indexation” involves using active strategies with ETFs including:
Complete asset allocation
Market cap segment focus
Growth or Value style focus
Exposure to benchmark during manager transition / selection
Tax swaps or creation of more tax efficient portfolios
Portfolio completion (filling missing sectors or styles)
Cash equitization (putting cash flow into equities)
Options strategies (72 ETFs have options) Source: Morgan Stanley Research.
Important Disclosures: Important Disclosures
The following analysts hereby certify that their views about the companies and their securities discussed in this report are accurately expressed and that they have not received and will not receive direct or indirect compensation in exchange for expressing specific recommendations or views in this report: Paul Mazzilli.
Important US Regulatory Disclosures on Subject Companies
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Disclaimers: Disclaimers Ratings Distribution and Definitions
Other Disclosures: Other Disclosures Other Important Disclosures
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