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Windhaven's success draws attention to emerging ETF managers

Aided by big companies like State Street and BlackRock, managers offer a leg up to RIAs seeking ETF strategies

Wednesday, April 6, 2011 – 2:44 PM by Lisa Shidler
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State Street's Anthony Rochte: Some ETF managers are building true institutional-powered portfolios. Some have strong performance records and can take their solution and market it to other RIAs or investors.

Related Moves

Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs

Vanguard, BlackRock and Avantis rattle a complacent Dimensional Fund Advisors with fee cuts and ETF roll outs based on 'smart beta.'

August 9, 2022 – 1:57 AM

Vanguard Group shows up as 'alpha' disciple with two new fixed-income fund launches as it surpasses PIMCO's $2 trillion with ex-Goldman Sachs partner now calling the shots

The $8 trillion Malvern, Pa. manager owns beta investing, but RIAs are demanding higher income -- hence market timing and cherry picking -- from their fixed-income allocation.

August 10, 2021 – 11:46 PM


Mentioned in this article:

State Street Wealth Manager Services
Asset Custodian
Top Executive: Marty Sullivan




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