Why Causeway CEO Ketterer Is Considering Active ETFs

The video discusses the challenges faced by active managers, such as the rise of ETFs and fee compression. It highlights the benefits and drawbacks of ETFs and mutual funds, particularly in terms of tax implications. The speaker outlines a strategic approach to market entry, emphasizing the importance of market intelligence and business development. The video concludes with a comparison of active and passive management, noting the potential for active management to outperform in changing economic conditions.

What factors might make it tougher for passive management in the future according to the speaker?

In what ways does active management provide opportunities that passive management does not?