Lattice
Strategies, an investment management firm that seeks long-term
growth through the disciplined and deliberate allocation of risk, today
announced the firm’s nomination for “New ETF Issuer of the Year” and
“Best New Smart Beta or Factor ETF” for its developed markets ex-U.S.
ETF (RODM).
[ETF.com]
The San-Francisco based firm launched a suite of risk-first
exchange traded funds (ETFs) in early 2015.
Lattice ETFs provide investors with ready-access to powerful investment
strategies focused on the U.S. (ROUS),
emerging markets (ROAM),
global small-cap companies (ROGS)
and developed markets (ex-U.S.) (RODM),
for which the firm has been recognized.
“We’re a new sponsor with a history rooted in investment management,”
said Ted
Lucas, founder and managing partner. “We’re excited and humbled that ETF.com,
an authority in our space, recognizes the unique potential of our suite
of risk-optimized ETFs. It is a distinct offering that provides growth
potential by taking better risk.”
Continued Lucas: “We think advisors and institutions will recognize the
same appeal that we did: combining deliberate allocation of risks with
security selection focused on proven risk/return factors can lead to
better outcomes.”
About Lattice Developed Markets (ex-US) Strategy (RODM)
RODM seeks to enhance return potential in international equities by
allocating risk more efficiently. The Fund improves diversification
across countries and currencies and allocates capital toward companies
with favorable risk/return factors. The ETF also seeks to reduce
volatility when compared to traditional capitalization-weighted indexes.
About Lattice Strategies
Established in 2007, Lattice Strategies LLC is an investment management
firm that employs risk-first thinking as the cornerstone of its
investment approach. Lattice believes that the disciplined and
intentional allocation of risks is the most influential contributor to
growth. The firm’s suite of products includes multi-asset solutions,
proprietary indexes, and a family of ETFs. As of December 31, 2015,
approximately $1.5 billion of institutional and retail assets was
managed to investment strategies developed by Lattice.1 For
more information, visit www.latticestrategies.com
and www.latticeetfs.com.
New ETF Issuer of the Year – 2015
Awarded to the new ETF issuer that has done the most to improve investor
outcomes through product introductions, product performance, fund
management, investor support and innovation. Issuers must have launched
their first ETF in 2015. ETF.com considers “issuer” to mean the “brand”
of the ETF, as classified by FactSet.
Best New Smart-Beta or Factor ETF – 2015
Awarded to the most important new ETF launched in 2015, regardless of
asset class, that uses a quantitative, research-driven approach to
attempt to deliver superior long-term risk-adjusted returns.
An investor should consider the investment objectives, risks,
charges, and expenses of the Funds carefully before investing. A
prospectus with this and other information about the Funds may be
obtained by visiting www.latticeetfs.com
or by calling 415-315-6600. Read the prospectus carefully before
investing. There are risks associated with investing, including
possible loss of principal. The Funds are new and have limited operating
history. Foreign investing involves special risks, such as risk of loss
from currency fluctuation or political or economic uncertainty.
1 Includes externally managed assets managed to indexes and
investment strategies developed by Lattice.
Lattice Funds are distributed by ALPS Distributors, Inc. Separately
managed accounts and related investment advisory services are provided
by Lattice Strategies, a federally registered investment adviser. ALPS
Distributors, Inc. is not affiliated with Lattice Strategies.
LAT000261 1/31/2017
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