// mobile menu He also gained experience trading and making markets in ETFs in the United States and the U.K. while working for LaBranche Structured Products. jQuery(document).ready(function() { For the yield investor, a real assets strategy may be used to emphasize more income-oriented but inflation sensitive investments that generate potential steady cash flows. Real and financial assets also have some key differences: (1)Real assets are typically less liquid than financial assets since they are usually more cumbersome to exchange and their markets are not as efficient or populated. Income InsightsGet market insight on non-traditional income producing asset classes in an interactive way. } in economics from Boston College. Free ratings, analyses, holdings, benchmarks, quotes, and news. In an unclear global market environment, investors are looking for what real assets can offer: the potential for income, diversification and capital preservation. The prospectus contains this and other information about the Fund. Company Name: Brookfield Asset Management Inc: Website: www.brookfield.com: Sector: Real Estate: Number of ETFs Holding BAM: 2: Total Market Value Held by ETFs: Designed to serve investors looking for global infrastructure exposure through a liquid vehicle. understand changing markets and make better investment decisions. No bank guarantee. The chart below shows the various historical Sharpe Ratios of the three real asset categories in comparison to equities and bonds. Prior to joining the predecessor firm to Virtus ETF Solutions in 2013, Mr. Kadushin worked at Euromoney Institutional Investor, Plc, where he developed large-scale investment management programs focusing on exchange-traded instruments and alternate investment strategies. Performance data quoted represents past results. Virtus curates top market, behavioral, and industry insights to help clients understand changing markets and make better investment decisions. in finance from Emory University. As highlighted in the chart below, the correlations of real estate with infrastructure and natural resources are 0.85 and 0.69, respectively. Seth Kadushin is director of capital markets at Virtus ETF Solutions, a Virtus affiliate since 2015, which operates a multi-manager ETF platform providing access to differentiated investment capabilities from select subadvisers. Investing in stocks across real asset segments may offer investors the opportunity to participate in equity growth potential, with the additional potential benefit of protecting against rising inflation. el.fadeIn(settings.fadeSpeed); Michael Natale, Head of Intermediary Distribution at FlexShares. }, settings); Investable universe includes stocks that generate at least 50% of revenue from key infrastructure super sectors – energy, utilities, communications, transportation, government outsourcing/social services. Read the prospectus carefully before you invest or send money. May lose value. INDS, XLRE, and ICF are the best REIT ETFs for Q1 2021 Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). jQuery.fn.topLink = function(settings) { Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. Portfolio Manager, Virtus ETF Advisers LLC. By continuing to browse the site, you are indicating your acceptance of these terms. Individual real asset categories have also shown low correlations with each other — consequently, investors may be able to diversify further by investing in more than one real asset class. Explore a variety of topics to help you better engage and understand our noisy, fast-paced world. Real assets performance also generally lacks drastic movements in either direction. Use of this website is subject to the terms of our disclaimer, cookies statement and privacy policy. window._wpemojiSettings = {"baseUrl":"https:\/\/s.w.org\/images\/core\/emoji\/13.0.1\/72x72\/","ext":".png","svgUrl":"https:\/\/s.w.org\/images\/core\/emoji\/13.0.1\/svg\/","svgExt":".svg","source":{"concatemoji":"https:\/\/www.etfstrategy.com\/wp-includes\/js\/wp-emoji-release.min.js?ver=5.7"}}; Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc. © 2021 Virtus Investment Partners. e.preventDefault(); Indxx is the index provider to the Fund. jQuery('#top-link').click(function(e) { Previously, Mr. Kadushin was an options desk strategist at Wedbush Securities (2011-2012) and the head program trader at RBS Securities (2009-2011). Contact us at 1-888-383-0553 or visit www.virtusetfs.com for a copy of the Fund's prospectus. Select Real Estate Securities Total Return Index, is an unmanaged index comprised of U.S. publicly traded Real … Fund investors should not expect to buy or sell shares at NAV because shares of ETFs such as the Fund are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. Real asset returns have historically had low correlations to traditional equity and fixed income investments, which our findings suggest can provide an effective way to enhance the diversification of a traditional stock and bond portfolio. The portfolio managers are affiliated with Virtus ETF Advisers, LLC, the Fund's adviser. ETFs distributed by ETF Distributors LLC, an affiliate of Virtus ETF Advisers LLC, Chief Operating Officer and Portfolio Manager, Virtus ETF Advisers LLC. GraniteShares launches inverse & leveraged basket ETPs on FAANGs et al. INDS tracks the Benchmark Industrial Real Estate SCTR Index,... Real Estate … The return streams of two assets having a correlation of 1.00 would be perfectly correlated. Utilizes constraints in an effort to minimize overall risk within the strategy. Benefits of real assets ETFs in a diversified portfolio By Michael Natale, Head of Intermediary Distribution at FlexShares. In pursuing long-term total return, the Fund seeks to maximize real returns while seeking to reduce … Previously, Mr. Brown co-founded ETP Resources, a consulting and data services business that continues to grow and serve the ETF industry. The average expense ratio is 0.46%. The VanEck ® Vectors Real Asset Allocation ETF (RAAX ®) is designed to provide exposure to real assets while seeking to minimize the impact of drawdowns. }); For example, the 10-year Sharpe Ratio for infrastructure as defined in the chart below is 0.716, which means that an investor should have a greater risk-adjusted return in comparison to an investment in a Treasury bond which has a Sharpe Ratio of zero. Northern Trust research has shown that both income return and capital appreciation represent a meaningful amount of the historical total returns generated by real assets. //usage w/ smoothscroll var el = jQuery(this); Real estate exchange-traded funds (ETFs) hold baskets of securities in the real estate sector, providing investors with a less expensive way to invest in the industry compared to other options. Market reviews, recorded interviews, and quarterly mutual fund commentary from select investment partners. He earned an M.B.A. from Fordham University with a concentration in information systems. The VanEck Vectors ® Real Asset Allocation ETF (RAAX ®) uses a data-driven, rules-based process that leverages over 50 indicators (technical, macroeconomic and fundamental, … The Sharpe Ratio is a measure of return per unit of risk, which indicates whether an investment’s return sufficiently rewarded investors for the level of risk assumed (the higher the Sharpe Ratio, the greater the level of risk-adjusted performance). Whether it is through risk-aware equity portfolios, flexible fixed income portfolios, or thoughtful non-traditional strategies, Virtus is proud to offer a select list of solutions. Mr. Brown is also a portfolio manager with Virtus ETF Advisers LLC. }); Institutional Products:Institutional Investments, CITs. (2)The value of real assets also is much more dependent on factors such as location, function, and operation and exchange costs, whereas financial assets are typically fungible, thereby making them location independent. Listen to recorded interviews on a wide range of investing and market topics featuring investment professionals from Virtus affiliates.