NEW YORK, Feb. 18, 2016 (GLOBE NEWSWIRE) -- Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, today provided its perspective on the growing popularity of the ETF structure in terms of providing fixed-income exposure for advisors and investors in The Schwab ETF OneSourceTM Industry Outlook, an interactive microsite that examines the issues that are top-of-mind for ETF investors in 2016.
The interactive microsite shows how ETFs have become an increasingly popular way to gain fixed-income exposure. As an example, Guggenheim’s BulletShares, a line of 18 defined-maturity ETFs available on Schwab ETF OneSourceTM often used for bond laddering by advisors and investors, have had an 248% increase in assets under management in the last three years.
“The convenient and cost-effective structure of fixed-income ETFs may provide advantages over purchasing individual bonds, which may present challenges in terms of limited trading flexibility, sourcing inventories, and potentially higher costs,” said William Belden, Guggenheim Managing Director and Head of ETF Business Development.
“Actively managed bond ETFs also have become popular with investors, thanks in part to the potential drawbacks of seeking fixed-income exposure through an indexing strategy,” Belden said. “Rigorous and specialized credit analysis can uncover attractive duration and yield in otherwise underfollowed asset classes—this simply can’t be achieved through indexing.”
For more information, please visit http://www.guggenheiminvestments.com/etf or call 888.WHY.ETFs to speak to a representative.
To view the full microsite report, please visit http://www.schwab.com/ETFOneSourceOutlook.
About Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with $198 billion1 in assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 275+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification and attractive long-term results.
About Schwab ETF OneSource
The debut of the interactive microsite coincides with the three-year anniversary of Schwab ETF OneSource, the program that offers investors and advisors the most commission-free2 ETFs anywhere in the industry. The program was launched in February 2013 with six providers and 105 ETFs. In three years, the program has more than doubled to now offer investors 226 commission-free ETFs spanning 66 Morningstar Categories from 16 providers.
As of December 31, 2015, Schwab ETF OneSource has $48.8 billion in assets under management and 2015 flows into ETFs in the program are $13 billion, representing 38% percent of the total ETF flows at Schwab.
Commission-free online trading is available to individual investors at Schwab, to approximately 7,000 independent investment advisors who use Schwab’s custodial services and through Schwab retirement accounts that permit trading of ETFs.
Schwab offers a range of resources to help clients choose ETFs that fit their investment needs, including the Schwab ETF Select List™, tutorials, education, research and tools available via Schwab’s online ETF center and live events at local Schwab branches.
1Guggenheim Investments total asset figure is as of 12.31.2015. The assets include leverage of $11.976bn for assets under management and $0.487bn for assets for which we provide administrative services. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, Transparent Value Advisors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.
2Conditions Apply: Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker ($25) or by automated phone ($5). An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover (not including Schwab ETFs). Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see Charles Schwab Pricing Guide for additional information.
Schwab is a registered trademark of Charles Schwab & Co., Inc., which is not affiliated with Guggenheim Investments.
The market value of fixed-income funds will change in response to interest rate changes and market conditions among other factors. In general, bond prices rise when interest rates fall and vice versa.
Read a fund’s prospectus and summary prospectus (if available) carefully before investing. It contains the fund’s investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. Obtain a prospectus and summary prospectus (if available) at www.guggenheiminvestments.com or call 800.820.0888.
The referenced funds are distributed by Guggenheim Funds Distributors, LLC.
Media Contact Ivy McLemore Guggenheim Partners 212.518.9859 – office 917.809.0725 – mobile Ivy.McLemore@guggenheimpartners.com
Source: Guggenheim Investments