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How Custom Baskets Could Revolutionize Semi-Transparent ETFs February 23, 2021 Actively managed exchange traded funds that combine ETF and mutual fund traits may be getting a big boost. “Natixis Investment Managers has received approval from the Securities Exchange Commission (SEC) for the use of custom baskets in actively managed semi-transparent exchange-traded funds (ETFs) that follow the New York Stock Exchange (NYSE)’s Proxy Portfolio Methodology approach,” according to a statement. Integral to the success of semi-transparent ETFs are mechanics, such as the verified intraday indi...

Posted on 249 Natixis Investment Managers today received approval from the Securities Exchange Commission (SEC) for the use of custom baskets in actively managed semi-transparent exchange-traded funds (ETFs) that follow the New York Stock Exchange (NYSE)’s Proxy Portfolio Methodology approach. Previously, Natixis active semi-transparent ETFs were required to disclose proxy portfolios that closely track the fund’s actual intraday portfolio performance on a daily basis. This new approval from the SEC enables Natixis to create cus...

Mid cap stocks are often overlooked, suggesting the asset class is conducive to active management. Enter the The Natixis Vaughan Nelson Mid Cap ETF takes advantage of temporary information and marketplace inefficiencies in the mid cap universe to find opportunities to invest in companies at valuations materially below their long-term intrinsic value. The fund invests in companies within the market capitalization range of the Russell Midcap ® Value Index at the time of purchase. Chris Wallis (CEO & CIO), Dennis Alff, and Chad Fargason are the named portfolio managers. Mid cap companies are s...