ETFs have entered a new chapter. Traditionally defined by passive strategies, investor demand is increasingly shifting toward active approaches that combine the structural benefits of ETFs with the flexibility and insight of active management.
The ETF wrapper is merely a vehicle for packaging up investments – and these can span the full spectrum of passive to active, including systematic strategies.
In today’s complex and volatile environment, active ETFs provide investors with a flexible tool to help navigate change.
Why active ETFs
Returns
With index trackers, you will not have the opportunity to outperform the index or benchmark being tracked. However, active or systematic ETFs offer the potential for alpha (or ‘enhanced’) return generation.
Tradability
Active ETFs provide a cost-effective and efficient way of accessing active management and systematic strategies.
Operational efficiencies
Combining ETF benefits like transparency, tax efficiency, and low cost with UBS’s active management and CLO expertise.
Floating rate, tailored exposure
In addition to increased tradability, ETFs generally offer greater transparency of underlying holdings than other vehicles such as mutual funds, as well as the potential for greater tax efficiency.
Why access the CLO market through an ETF structure?
Combining deep active investment expertise with the efficiency of the ETF format, we offer a differentiated approach to active ETFs. With a focus on fixed income, the platform is designed to deliver flexibility, transparency, and institutional-quality implementation.
CLOs with Credit Investments Group
Discover more on our CLO manager Credit Investments Group (CIG) and how CLOs are structured and work.
