Looking for a One-Pager on the Shielded Alpha℠ ETF wrapper?
REGULATORY UPDATE - ON March 9, 2021 THE U.S. SECURITIES AND EXCHANGE COMMISSION ISSUED AN ORDER APPROVING CUSTOM BASKETS FOR THE BLUE TRACTOR SHIELDED ALPHA℠ ETF WRAPPER
Review the SEC Order here.
Review Blue Tractor's Custom Basket filing here.
REGULATORY UPDATE - ON DECEMBER 10, 2019 THE U.S. SECURITIES AND EXCHANGE COMMISSION ISSUED AN ORDER APPROVING BLUE TRACTOR'S SHIELDED ALPHA℠ ETF WRAPPER
Review the SEC Order here.
Review the approved Blue Tractor filing here.
See pages 9 - 11 for a summary overview of the Blue Tractor ETF wrapper.
Review the SEC Order here.
Review Blue Tractor's Custom Basket filing here.
REGULATORY UPDATE - ON DECEMBER 10, 2019 THE U.S. SECURITIES AND EXCHANGE COMMISSION ISSUED AN ORDER APPROVING BLUE TRACTOR'S SHIELDED ALPHA℠ ETF WRAPPER
Review the SEC Order here.
Review the approved Blue Tractor filing here.
See pages 9 - 11 for a summary overview of the Blue Tractor ETF wrapper.
Meet Blue Tractor
Wednesday, April 7, 2021
10:30 - 11:00 am ET
Thompson Hine LLP: Investment Management Coffee Chat Webinar Series
Session Eleven: Converting a Mutual Fund to an ETF: Transparent or Semi-Transparent Portfolio and Other Key Decisions
Now that the first couple of mutual fund to ETF conversions have occurred, advisors have the option of entering the ETF business with scale. We will walk advisors through the decision tree when deciding whether to convert, including the critical decision of whether to convert mutual funds into semi-transparent or fully transparent actively managed ETFs. Panelists will report firsthand on how some of the first semi-transparent ETFs have operated as well as key decisions an advisor will make when setting up a semi-transparent ETF and interfacing with existing and new service providers. Join us as we outline each ETF model and navigate through the pros and cons of the various options advisors have when entering this space.
We will discuss the following topics:
Please click here to register and receive instructions on how to join the webinar.
Wednesday, April 7, 2021
10:30 - 11:00 am ET
Thompson Hine LLP: Investment Management Coffee Chat Webinar Series
Session Eleven: Converting a Mutual Fund to an ETF: Transparent or Semi-Transparent Portfolio and Other Key Decisions
Now that the first couple of mutual fund to ETF conversions have occurred, advisors have the option of entering the ETF business with scale. We will walk advisors through the decision tree when deciding whether to convert, including the critical decision of whether to convert mutual funds into semi-transparent or fully transparent actively managed ETFs. Panelists will report firsthand on how some of the first semi-transparent ETFs have operated as well as key decisions an advisor will make when setting up a semi-transparent ETF and interfacing with existing and new service providers. Join us as we outline each ETF model and navigate through the pros and cons of the various options advisors have when entering this space.
We will discuss the following topics:
- Where the SEC stands on the different types of mutual fund to ETF conversions and permissible active semi-transparent ETFs.
- Why should an advisor consider an active semi-transparent ETF versus an active transparent ETF?
- Recent experience with some of the first active semi-transparent ETFs.
- Timing: How long does it take to convert to a mutual fund into an active semi-transparent ETF?
- Simon Goulet, Co-Founder, Blue Tractor Group
- Richard M. Keary, Principal & Founder, Global ETF Advisors
- Terry Norman, Founder, Blue Tractor Group
- Bibb Strench, Partner, Thompson Hine
Please click here to register and receive instructions on how to join the webinar.
|
February 26, 2021: At the Nasdaq Stock Exchange, New York City
The Blue Tractor team appreciates the Big Shout Out from the Nasdaq Stock Exchange for this incredible 9-story signage beamed from Times Square announcing the launch of Nasdaq: REIT, the first semi-transparent actively managed REIT ETF from SS&C ALPS Advisors & GSI Capital Advisors |
|
|
July 31, 2020: ETF.com Interview
Read ETF.com's interview with Blue Tractor and review 5 key takeaways: 1. A framework to assess the non-transparent wrappers; 2. Use of the cloud; 3. Maximizing tax efficiency; 4. Custom Baskets; and 5. Current investable universe for the non-transparent wrappers. |
|
|
April 27, 2020: Nasdaq Trade Talks Listen to Jill Malandrino, host of Nasdaq Trade Talks, interview Simon Goulet, Co-Founder of Blue Tractor and Carlos Pelaez, Nasdaq's ETF Product Manager, about the new Active ETF Wrapper space and Blue Tractor's Shielded Alpha℠ ETF structure. |
April 9, 2020: SS&C ALPS One-On-One Blog
|
January 28, 2020: Inside ETFs Conference
Watch Bob Pisani from CNBC interview Terry Norman, Founder of Blue Tractor. |
|
January 28, 2020: Inside ETFs Conference
Watch Simon Goulet, Co-Founder of Blue Tractor, highlight the features and outline the key differentiators of the Shielded Alpha℠ ETF wrapper versus competing wrapper structures. |
Vertical Divider
|
November 26, 2019: ETFStore.com Podcast
Listen to Simon Goulet, Co-Founder of Blue Tractor, discuss with host Nathan Geraci on the ETFStore.com podcast Blue Tractor's Shielded Alpha℠ ETF wrapper and its many benefits for active portfolio managers.
Listen to Simon Goulet, Co-Founder of Blue Tractor, discuss with host Nathan Geraci on the ETFStore.com podcast Blue Tractor's Shielded Alpha℠ ETF wrapper and its many benefits for active portfolio managers.
|
|
October 22, 2019: New York Stock Exchange Watch Terry Norman, Founder of Blue Tractor, discuss the "New Normal" for active portfolio management within an ETF wrapper. |
News Date |
Read the Story |
March 16, 2021 |
Stance Capital, Red Gate Advisers and The RBB Fund today launched the Stance Equity ESG Large Cap Core ETF (NYSE: STNC), the first semi-transparent actively managed ESG ETF powered by Blue Tractor. |
March 9, 2021 |
Blue Tractor is pleased to announce that today the SEC issued an Order approving the use of custom baskets for the Blue Tractor ETF wrapper. |
February 26, 2021 |
|
October 8, 2020 |
SS&C ALPS Advisors expands capabilities into semi-transparent ETFs; announces partnerships with Blue Tractor and GSI Capital Advisors. |
October 6, 2020 |
Ultimus Fund Solutions announces expanded ETF service offering into semi-transparent ETFs through partnership with Blue Tractor. |
September 28, 2020 |
Red Gate Advisers, LLC announces its formation as a multi-boutique investment advisor and is excited to launch its first fund, the Stance Equity ESG Large Cap Core ETF (the “Fund”), via a licensing agreement with Blue Tractor Group, LLC. The Fund will be administered by The RBB Fund, Inc. Series Trust. |
September 17, 2020 |
Vident Investment Advisory expands sub-advisory portfolio management & trading capabilities into non-transparent ETFs through a license with Blue Tractor Group and positions Vident to offer both ETF portfolio management and ETF creation basket management capabilities to Advisors. |
July 21, 2020 |
Tidal ETF Services LLC, an innovative leading provider of ETF services with over $1 billion in asset under administration (AuA), today announced it has entered into a license agreement with Blue Tractor for the novel Shielded Alpha℠ ETF structure. Toroso Asset Management will serve as the advisor to ETFs in the Tidal ETF Trust that leverage the Shielded Alpha℠ model. |
January 23, 2020 |
|
January 6, 2020 |
Blue Tractor announces it has filed for exemptive relief to expand the Shielded Alpha℠ ETF wrapper investable universe to include fixed income securities, international equities that do not trade contemporaneously with U.S. markets and derivatives (including options) and the relief would also permit custom baskets to further improve operational efficiencies. Review the SEC filing here. |
December 11, 2019 |
Blue Tractor announces that it has received SEC Exemptive Relief for the Shielded Alpha℠ ETF wrapper. |