Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Niche TAMP Seeks International ETFs Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, February 8, 2017

A Niche TAMP Seeks International ETFs

Reported by Katy Golvala

Dana D’Auria, director of research at Symmetry Partners, is on the lookout for ETFs that offer very liquid quality and momentum exposure in international or emerging markets.

Dana D'Auria
Symmetry Partners
Director of Research
“There’s really not much to choose from in that space that’s liquid in this stage of the game,” D’Auria tells MFWire.

The TAMP, based in Glastonbury, CT, designs and manages mutual fund and ETF model portfolios using a factor-based approach. Notably, the firm doesn’t charge fund firms for inclusion in the portfolios. Its partners include DFA, AQR, iShares, SPDR, and Vanguard ETFs.

Symmetry currently has $7.5 billion in combined assets under management and assets under advisement. The firm works with 4,000 unaffiliated advisors from approximately 170 RIAs and more than 100 broker-dealers.

D’Auria heads up a team of six, including two PhD consultants, that uses an academic-focused research approach. The team combs through academic literature and then figures out how to translate those findings into the typical vehicle for a retail investor.

“There’s no right answer to this stuff. You have to understand different viewpoints," D'Auria explains. "What makes the most sense for a retail client that’s saving for retirement or saving for college?”

On the mutual fund side, fund firms that are philosophically aligned with Symmetry’s passive, algorithmic approach will typically reach out with products that fit the bill. For the ETF portfolios, D’Auria’s team takes charge of the outreach, using Morningstar as a starting point, and then figuring out which funds will meet their needs.

“Liquidity is a huge piece for us with ETFs,” says D’Auria.

Symmetry was founded in 1994 by partners Dave Connelly and Patrick Sweeny as a fee-only RIA serving small institutional clients and retail investors. In 2002, the firm started working with financial advisors and small broker-dealers. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use