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ETFs for Actively Managed Fixed Income: An Important Evolution for the Fiduciary Wealth Professional’s Business


Active fixed-income ETFs provide a unique option that modern wealth advisory firms can be well-positioned to harness.

Insight from Hartford Funds
Phil Shankweiler, CFA, CAIA, CFP®
Director, Advisory Services
Tom Winkler, CIMA®
Director, Advisory Services


Many sophisticated fixed-income asset managers have eloquently argued the case for using an active manager to address the nuances of the fixed-income markets. Here, we set out to explore the fiduciary wealth professional’s investment vehicle decision when considering an active fixed-income approach. The common view that ETF design is specifically tailored for passive investment strategies may explain our observation that investors frequently overlook ETF’s structural advantages when seeking to invest in active fixed-income strategies.

This communication is provided solely as general information about our products and services and should be considered general investment education. None of the information provided should be regarded as investment advice or an investment recommendation.  Neither Hartford Funds nor its affiliates are undertaking to provide impartial investment advice to any individual investor or retirement plan sponsor. If you are an individual investor or retirement plan sponsor, contact your financial professional or other fiduciary unrelated to Hartford Funds about whether any given investment product or strategy may be appropriate for your circumstances.Investors should carefully consider a fund’s investment objectives, risks, charges and expenses. This and other important information is contained in the fund’s prospectus and summary prospectus, which can be obtained by visiting hartfordfunds.com. Please read it carefully before investing.

Important Risks: Investing involves risk, including the possible loss of principal. 

The views and opinions expressed herein are those of the authors and are not necessarily indicative of those of all Hartford Funds’ portfolio managers and sub-advisers, and may not be reflected in the strategies and exchange-traded products that Hartford Funds offers.

This information should not be considered investment advice or a recommendation to buy/sell any security. In addition, it does not take into account the specific investment objectives, tax and financial condition of any specific person. This information has been prepared from sources believed reliable but the accuracy and completeness of the information cannot be guaranteed. This material and/or its contents are current at the time of writing and are subject to change without notice. This material may not be copied, photocopied or duplicated in any form or distributed in whole or in part, for any purpose, without the express written consent of Hartford Funds.


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