Madison ETFsTM
Our new Active Series ETFs provide a liquid, transparent, and tax-efficient way for advisors and investors to access actively managed, institutional-caliber investment strategies.
We are an active manager with a risk-aware focus that aims to protect on the downside while participating on the upside. It’s an approach that we believe will lead to benchmark outperformance with less risk over a full market cycle.
Madison’s actively-managed, income-oriented ETFs are designed to help investors pursue income and capital appreciation by employing institutional-caliber, risk-controlled investment strategies. Each active ETF utilizes a disciplined investment process to seek above-market income with below-market risk.
As an early pioneer in separately managed accounts, we understand the importance of actively balancing return potential with risk management when managing a client’s portfolio. Active ETFs are a natural extension of our established expertise and investment strategies. In capturing the value of active management within the ETF product wrapper, these solutions allow investors to access a full range of ETF benefits:
Exchange-traded funds (ETFs) are SEC-registered investment companies that offer investors a way to pool their money in a fund that invests in stocks, bonds, or other assets. In return, investors receive an interest in the fund.
The net asset value (“NAV”) per share for each fund and class is determined each business day at the close of regular trading on the New York Stock Exchange (typically 4:00 p.m. Eastern Time) by dividing the net assets of each fund and class by the number of shares outstanding of that fund and class.
Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund.