Thu, Apr 26, 2018
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. Investing - Sequoia takes Facebook stake as shares slide in data controversy, $1.4b hedge fund sees intact fundamentals for Facebook, Jim Cramer reveals some 'suggested hedge fund trades' amid the Trump tariffs[more]

    Sequoia takes Facebook stake as shares slide in data controversy From Bloomberg.com: The $4.2 billion Sequoia Fund bought a small position in Facebook Inc. as the stock slid late in the first quarter, investment manager Ruane, Cunniff & Goldfarb told clients. "The recent controversy enab

  2. Activist Investors - Blue Sky-owned Wild Breads faces uncertain future[more]

    From AFR.com: A Blue Sky private equity investment in artisan-style baker Wild Breads enjoyed multiple valuation upgrades despite losing millions and breaching its lending covenants, accounts lodged with the regulator last week show. Wild Breads lost $2.4 million in 2017, but Blue Sky ascribed a hig

  3. Opalesque Exclusive: Barnegat to close hedge fund to outside investors on weak opportunities[more]

    Komfie Manalo, Opalesque Asia: Bob Treue's Barnegat Fund Management said it is closing its $666m fixed income relative value hedge fund to outside investors. "The negative side to gains in Fixed Income Arbitrage is that unless we find new opportunit

  4. Investing - Hedge fund makes a big bet on malls, British hedge fund manager Odey short UK government bonds on QE bet[more]

    Hedge fund makes a big bet on malls From Barrons.com: The dominant narrative on American shopping malls is that they're dead. Crushed by Amazon.com, many brick-and-mortar retail stores are destined for bankruptcy. And where is the most retail, clustered all together? Malls. From a

  5. Performance - Hedge funds suffer first back-to-back loss in two years, Netflix performance burns hedge fund short sellers, Macro hedge fund up 14.5% in first quarter sees dollar falling, Renaissance Technologies rebounds across hedge funds in March[more]

    Hedge funds suffer first back-to-back loss in two years From Bloomberg.com: Hedge Fund returns sank for a second straight month in March, the first back-to-back loss since the first two months of 2016, as trade wars, tech-sector woes and a Fed rate hike dragged down the S&P 500 from its