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WBI Shares ’
Aug 27th, 2019 |
By James Lord, CFA
New Jersey-based asset manager WBI Investments is planning to overhaul its actively managed ETF suite with a series of four fund merges, according to a prospectus supplement dated 21 August, 2019. The changes, which are due to take effect on or about 25 October 2019, will see WBI’s large-cap equity ETFs – each corresponding to a different WBI investment strategy – assume their mid- and small-cap counterparts to create total market funds.
Posted in ETF and Index News |
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Tags: Active ETFs, Equities, ETF and Index News, ETF Industry News, Russell Indexes, United States and Canada, WBI Shares
Jul 22nd, 2019 |
By James Lord, CFA
New Jersey-based investment manager WBI Investments has unveiled its second ‘Trend Switch’ ETF with the launch of the WBI BullBear Trend Switch US Total Return ETF (WBIN US) on NYSE Arca. The actively managed fund utilizes a quantitative bond model to dynamically allocate between various US fixed income segments.
Posted in Fixed Income |
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Tags: Active ETFs, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, Themes and Strategy, United States and Canada, WBI Shares
May 31st, 2019 |
By James Lord, CFA
New Jersey-based investment manager WBI Investments has launched a new ETF – the WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT US) – in the US. Listed on NYSE Arca, the fund uses a pair of quantitative investment models to allocate between US equities when the stock market outlook is positive, and various fixed income segments when the outlook for equities is poor.
Posted in Alternatives / Multi-Asset |
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Tags: Active ETFs, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, Themes and Strategy, United States and Canada, WBI Shares
Aug 1st, 2016 |
By James Lord, CFA
New Jersey based investment manager WBI Investments has expanded its ‘WBI Shares’ suite of tactical, actively managed exchange-traded funds with the launch of the WBI Tactical Rotation Shares (NYSE Arca: WBIR). According to a statement released by the firm, the ETF is designed to take advantage of opportunities around the globe while seeking to protect capital during unfavourable market conditions. “Knowing where and when to invest can be difficult,” commented Matt Schreiber, President of WBI. “WBIR is designed to take advantage of opportunities around the globe while seeking to protect capital during unfavourable market conditions.”
Posted in Equities |
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Tags: Active ETFs, Commodities, Equities, ETF and Index News, ETF Industry News, ETF Launch, Fixed Income, Themes and Strategy, WBI Shares
Sep 2nd, 2014 |
By Simon Smith, CFA
WBI Investments, a New Jersey-based investment manager, has entered the fast-growing exchange-traded funds market with the unveiling of ‘WBI Shares’, a new brand of actively managed ETFs. According to a statement from the firm, the goal of WBI Shares ETFs is to provide investors with consistent, attractive returns with potentially less volatility and risk to capital than traditional approaches. The brand has debuted with the launch of 10 tactical ETFs, which target an optimal blend of bear market capital preservation and bull market returns. They have been listed on the NYSE Acra.
Posted in Alternatives / Multi-Asset |
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Tags: Equities, ETF Industry News, ETF Launch, Fixed Income, High Income, High Yield, United States and Canada, WBI Shares