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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......................

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