Mon, Jul 13, 2020
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

ClearShares launches first OCIO ETF

Wednesday, June 28, 2017

Bailey McCann, Opalesque New York:

ClearShares, a subsidiary of Clearbrook Global Advisors, has launched an OCIO ETF that replicates the Outsourced CIO strategy available to qualified investors on Clearbrook's OCIO platform. ClearShares OCIO ETF ($OCIO) is an ETF of ETFs, offering access to an actively managed, diverse portfolio of passive index-based ETFs and actively managed ETFs.

"We launched our discretionary OCIO platform 6.5 years ago," explains Elliott Wislar, CEO of Clearbrook in an interview with Opalesque. "The OCIO platform has grown significantly, but to be involved is a $25 million minimum investment. The ETF offers a liquid, transparent version of the strategy for a minimum investment of $25."

A growing number of institutional investors are turning to outsourced investment solutions for access to top investment talent and a broader range of traditional and alternative asset classes. The ETF will try to outperform a traditional 60/40 portfolio construction with its actively managed strategy. ClearShares has been operating the strategy mix as a separately managed account for several months prior to launching as an ETF.

"We launched the product in response to client demand," adds Tom Deegan, Chief Operating Officer of Clearbrook Global Advisors. He says the ETF could be a total or core portfolio solution for investors.

Clearbrook plans to keep building out the ClearShares line of ETFs and is launching a second product in the third quarter......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. PPP: Troubled firm Marto Capital asked for PPP money - and got approved, records show, Fallen hedge fund's head among money managers getting PPP relief, Wall Street investors scored emergency government loans amid pandemic, The asset managers approved for PPP money[more]

    Troubled firm Marto Capital asked for PPP money - and got approved, records show From Institutional Investor: Marto Capital - a former wunderkind founded by an ex-Bridgewater Associates star - got approved for emergency funds from the U.S. government, records showed Monday. Katina Stef

  2. PE/VC: Not all VC investors are being slowed down by the pandemic, GP-led secondaries to increase in post-Covid-19 resurgence, Some private-equity firms see early signs of a deal thaw, New York private equity goes for the jugular in Germany[more]

    Not all VC investors are being slowed down by the pandemic From Pitchbook: As the venture capital industry pumped the brakes on dealmaking, a handful of investors are taking a different tack. Among the top 20 most active US VC firms with assets under management of $500 million or more,

  3. Satori Capital buys into hedge fund manager Mountain Cove Capital Management[more]

    Laxman Pai, Opalesque Asia: Dallas-based alternatives manager founded on the principles of conscious capitalism, Satori Capital has agreed to back compatriot investment firm Mountain Cove Capital Management. Satori, a multi-strategy firm with more than $1 billion in assets under management, co

  4. SEC proposes to amend Form 13F[more]

    B. G., Opalesque Geneva: The Securities and Exchange Commission (SEC) said on Friday that it had proposed to amend Form 13F - for the first time in more than 40 years. The proposal will update the reporting threshold (currently at $100m) for institutional investment managers and make other change

  5. News Briefs: An amateur investor turned $15,000 into $1m then lost it all, the latest cautionary tale in the day-trading frenzy, SoftBank-Backed Beike Zhaofang Aims to Raise $3bn in U.S. IPO[more]

    An amateur investor turned $15,000 into $1m then lost it all, the latest cautionary tale in the day-trading frenzy From Business Insider: Robinhood-user Richard Dobatse said he turned $15,000 into $1 million, and then lost everything. He told the New York Times: "They make it so easy fo