Something in M* direct that compares a fund's holdings to the benchmark to gauge how active the manager is.
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Active Share
Data Request/Dependent
Super tough, but good use case in this current investing environment.
Active Share is a measure of the percentage of stock holdings in a manager's portfolio that differs from the benchmark index. This means we would need full holdings of funds AND full holdings of several bigger benchmarks, which we can achieve by using ETF (i.e. SPY).
I like this idea
need to check m* and license
need to check m* and license
requested by jim troyan 11/22/2016 (1 seat pro)
requested by jim troyan 11/22/2016 (1 seat pro)
Not sure if we can get it. We'll see how many ask before engaging it further.
Not sure if we can get it. We'll see how many ask before engaging it further.
Zack Stern - Requested multiple Times
Zack Stern - Requested multiple Times
Cant get from M* (its only in their Direct product)
We could do it easily if we got full index constituents
Cant get from M* (its only in their Direct product)
We could do it easily if we got full index constituents
And full holdings data
And full holdings data
all the things
all the things
Big selling point for some of the fund companies (Particularly Catalyst and Neuberger Berman).
They use active share as a way to sell against the "Closet indexers" as Dave likes to call them. They are able to display the value the FA is getting from their active managers investing in securities outside of what the indexes are made up of- opposed to guys who mimic indices, charge for active management and achieve the same returns.
Big selling point for some of the fund companies (Particularly Catalyst and Neuberger Berman).
They use active share as a way to sell against the "Closet indexers" as Dave likes to call them. They are able to display the value the FA is getting from their active managers investing in securities outside of what the indexes are made up of- opposed to guys who mimic indices, charge for active management and achieve the same returns.
Requested by both Nuberger Berman and Catalyst. This is a focal point of their sales strategy against competing funds in specific categories.
Requested by both Nuberger Berman and Catalyst. This is a focal point of their sales strategy against competing funds in specific categories.
Another request from a fund company. This time coming from Principal's champion Paul Scheiber, who is a divisional manager there.
Another request from a fund company. This time coming from Principal's champion Paul Scheiber, who is a divisional manager there.
Tim Meisenheimer - Streamline Planning - $7,500
Tim Meisenheimer - Streamline Planning - $7,500
Requested by John Zembron, ETF Specialist at John Hancock $124,800
Requested by John Zembron, ETF Specialist at John Hancock $124,800
Requested by Justin Clarke at John Hancock $124,800
Requested by Justin Clarke at John Hancock $124,800
Matt Foertsch - Athena Wealth Management - $4.500
Matt Foertsch - Athena Wealth Management - $4.500
Requested by Mac Lowry - John Hancock $127k
Requested by Mac Lowry - John Hancock $127k
Requested by Joe Green at Virtus - $24,000 with potential for a ~$60k upsell
Requested by Joe Green at Virtus - $24,000 with potential for a ~$60k upsell
Requested by Mike Feldman at Virtus $147,600
Requested by Mike Feldman at Virtus $147,600
Requested by Chloe Mulhearne at Virtus - $147,600
Requested by Chloe Mulhearne at Virtus - $147,600
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