Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon

Wealth Management Invest

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.

Resources:

• Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
• Mutual Fund Managers Are Wrong More Than They’re Right

Connect With David Bodamer:

• [e-mail]
• WealthManagement.com
• LinkedIn: David Bodamer
• LinkedIn: Informa

Connect With Jack Shannon:

• Morningstar
• LinkedIn: Jack Shannon

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.