Straight Talk
1 min
Clarity Over Complexity: Simplifying Active ETFs and SMAs
How can advisors simplify today’s expanding investment vehicle landscape? Join Jenine Garrelick and guests Jamie Harrison, Head of ETF Capital Markets, and Justin Hansen, Managing Director -Global Strategic Accounts, as they move beyond myths and misconceptions to break down when SMAs and active ETFs may make the most sense.
Speakers
Jenine Garrelick, CIMA®
Senior Managing Director
Justin Hansen
Managing Director,
Head of Retail SMA
Jamie Harrison
Head of ETF Capital Markets
Clarity Over Complexity: Simplifying Active ETFs and SMAs
The investment vehicle landscape is evolving quickly, and with it, the challenge of choosing the right wrapper for each client — based on their account type and individual situation — only gets more difficult. In this episode of Straight Talk, host Jenine Garrelick sits down with Head of ETF Capital Markets Jamie Harrison and Justin Hansen, Managing Director and Head of Retail SMA, to discuss how advisors can create value for their clients within the growing universe of SMAs and active ETFs.
They’ll cover:
- The rapid growth of new investment vehicles and what’s driving the shift
- How SMAs and active ETFs differ, and how each might make sense for various clients’ needs and situations
- Emphasizing tax efficiency in client conversations — not a topic they can easily explore on their own
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