abrdn Launches First Active ETFs
abrdn has launched its first actively managed ETFs in the U.S., expanding beyond its existing $10 billion ETF business in passive commodities and precious metals. The two new ETFs trading on NASDAQ are: the abrdn Focused U.S. Small Cap Active ETF (AFSC) and the abrdn Emerging Markets Dividend Active ETF (AGEM).
AFSC seeks capital appreciation through high-conviction U.S. small-cap stocks, while AGEM targets total return via income and long-term capital growth, focusing on companies with strong dividend growth and solid fundamentals. The funds will be managed by existing investment teams, including Chris Colarik, Scott Eun, Matt Williams, and Gabriel Sacks, with Awais Khan joining as Head of ETF Portfolio Management and Capital Markets.
The company cites growing demand for actively managed funds as investors seek higher-touch, lower cost, and tax-efficient strategies. Management views U.S. small caps as particularly attractive, noting they trade at a discount relative to large caps and offer significant growth potential.
abrdn ha lanciato i suoi primi ETF attivamente gestiti negli Stati Uniti, espandendosi oltre il suo attuale business di ETF da 10 miliardi di dollari in materie prime passive e metalli preziosi. I due nuovi ETF quotati su NASDAQ sono: abrdn Focused U.S. Small Cap Active ETF (AFSC) e abrdn Emerging Markets Dividend Active ETF (AGEM).
AFSC mira ad un apprezzamento del capitale attraverso azioni di piccole aziende statunitensi ad alta convinzione, mentre AGEM punta a un ritorno totale tramite reddito e crescita del capitale a lungo termine, concentrandosi su aziende con una forte crescita dei dividendi e solidi fondamentali. I fondi saranno gestiti da team di investimento esistenti, tra cui Chris Colarik, Scott Eun, Matt Williams e Gabriel Sacks, con Awais Khan che si unisce come Responsabile della Gestione del Portafoglio ETF e dei Mercati di Capitale.
L'azienda cita la crescente domanda di fondi attivamente gestiti, poiché gli investitori cercano strategie più personalizzate, a costi inferiori e fiscalmente efficienti. La direzione considera le piccole aziende statunitensi particolarmente attraenti, notando che vengono scambiate a un prezzo scontato rispetto alle grandi aziende e offrono un potenziale di crescita significativo.
abrdn ha lanzado sus primeros ETF gestionados activamente en EE. UU., expandiéndose más allá de su negocio existente de ETF de 10 mil millones de dólares en materias primas pasivas y metales preciosos. Los dos nuevos ETF que cotizan en NASDAQ son: abrdn Focused U.S. Small Cap Active ETF (AFSC) y abrdn Emerging Markets Dividend Active ETF (AGEM).
AFSC busca la apreciación del capital a través de acciones de pequeñas empresas de EE. UU. con alta convicción, mientras que AGEM tiene como objetivo un retorno total a través de ingresos y crecimiento del capital a largo plazo, enfocándose en empresas con un fuerte crecimiento de dividendos y sólidos fundamentos. Los fondos serán gestionados por equipos de inversión existentes, incluidos Chris Colarik, Scott Eun, Matt Williams y Gabriel Sacks, con Awais Khan uniéndose como Jefe de Gestión de Cartera de ETF y Mercados de Capital.
La empresa cita la creciente demanda de fondos gestionados activamente, ya que los inversores buscan estrategias más personalizadas, de menor costo y fiscalmente eficientes. La dirección considera que las pequeñas empresas de EE. UU. son particularmente atractivas, señalando que se negocian a un descuento en relación con las grandes empresas y ofrecen un potencial de crecimiento significativo.
abrdn은 미국에서 첫 번째 능동적으로 관리되는 ETF를 출시하여, 기존의 100억 달러 규모의 수동 원자재 및 귀금속 ETF 사업을 확장했습니다. NASDAQ에서 거래되는 두 개의 새로운 ETF는 abrdn Focused U.S. Small Cap Active ETF (AFSC)와 abrdn Emerging Markets Dividend Active ETF (AGEM)입니다.
AFSC는 높은 확신을 가진 미국 소형주를 통해 자본 이득을 추구하며, AGEM은 소득과 장기 자본 성장으로 총 수익을 목표로 하고, 배당금 성장과 탄탄한 펀더멘털을 가진 기업에 초점을 맞추고 있습니다. 이 펀드는 Chris Colarik, Scott Eun, Matt Williams, Gabriel Sacks 등 기존 투자 팀에 의해 관리되며, Awais Khan이 ETF 포트폴리오 관리 및 자본 시장 책임자로 합류합니다.
회사는 투자자들이 더 높은 참여도, 낮은 비용, 세금 효율적인 전략을 추구함에 따라 능동적으로 관리되는 펀드에 대한 수요가 증가하고 있다고 언급합니다. 경영진은 미국 소형주가 특히 매력적이라고 보고, 대형주에 비해 할인된 가격으로 거래되며 상당한 성장 잠재력을 제공한다고 강조합니다.
abrdn a lancé ses premiers ETF gérés activement aux États-Unis, s'étendant au-delà de son activité existante de 10 milliards de dollars en matières premières passives et en métaux précieux. Les deux nouveaux ETF cotés sur NASDAQ sont : abrdn Focused U.S. Small Cap Active ETF (AFSC) et abrdn Emerging Markets Dividend Active ETF (AGEM).
AFSC vise l'appréciation du capital grâce à des actions de petites entreprises américaines à forte conviction, tandis qu'AGEM cible un rendement total via des revenus et une croissance du capital à long terme, en se concentrant sur des entreprises avec une forte croissance des dividendes et des fondamentaux solides. Les fonds seront gérés par des équipes d'investissement existantes, y compris Chris Colarik, Scott Eun, Matt Williams et Gabriel Sacks, avec Awais Khan rejoignant en tant que Responsable de la Gestion de Portefeuille ETF et des Marchés de Capitaux.
L'entreprise cite la demande croissante pour des fonds gérés activement, alors que les investisseurs recherchent des stratégies plus personnalisées, à coût réduit et fiscalement efficaces. La direction considère que les petites entreprises américaines sont particulièrement attrayantes, notant qu'elles se négocient à un prix réduit par rapport aux grandes entreprises et offrent un potentiel de croissance significatif.
abrdn hat seine ersten aktiv verwalteten ETFs in den USA eingeführt und sich damit über sein bestehendes ETF-Geschäft von 10 Milliarden Dollar in passiven Rohstoffen und Edelmetallen hinaus erweitert. Die beiden neuen ETFs, die an der NASDAQ gehandelt werden, sind: abrdn Focused U.S. Small Cap Active ETF (AFSC) und abrdn Emerging Markets Dividend Active ETF (AGEM).
AFSC strebt Kapitalwachstum durch hochüberzeugende US-Primäraktien an, während AGEM auf Gesamterträge durch Einkommen und langfristiges Kapitalwachstum abzielt und sich auf Unternehmen mit starkem Dividendenwachstum und soliden Fundamentaldaten konzentriert. Die Fonds werden von bestehenden Investmentteams verwaltet, darunter Chris Colarik, Scott Eun, Matt Williams und Gabriel Sacks, wobei Awais Khan als Leiter des ETF-Portfoliomanagements und der Kapitalmärkte hinzukommt.
Das Unternehmen nennt die wachsende Nachfrage nach aktiv verwalteten Fonds, da Investoren nach strategien mit höherem Engagement, geringeren Kosten und steuerlicher Effizienz suchen. Das Management betrachtet US-Primäraktien als besonders attraktiv, da sie im Vergleich zu großen Unternehmen mit einem Abschlag gehandelt werden und erhebliches Wachstumspotenzial bieten.
- Expansion into active ETF market, complementing existing $10 billion passive ETF business
- Entry into potentially undervalued U.S. small-cap and emerging markets segments
- Leveraging existing experienced investment teams for new ETF products
- None.
Insights
The launch of abrdn's first active ETFs marks a strategic pivot that could significantly impact their market position and revenue potential. The decision to enter the active ETF space with small-cap and emerging market strategies is particularly well-timed, addressing two underserved market segments with substantial growth potential.
The U.S. small-cap focused ETF (AFSC) launches at an opportune moment, as small-caps currently trade at notable discounts to large-caps, creating potential arbitrage opportunities for active managers. The increasing M&A activity in this space could serve as a catalyst for value realization, making active management particularly valuable for identifying prime acquisition targets.
The emerging markets dividend ETF (AGEM) represents a sophisticated approach to EM investing, combining both income and growth potential. This strategy is especially relevant in the current market environment where investors seek quality dividend-paying stocks in developing markets as a hedge against developed market volatility.
The transparent active ETF structure offers several advantages over traditional mutual funds:
- Lower operational costs and improved tax efficiency
- Intraday liquidity and trading flexibility
- Greater transparency in holdings and strategy implementation
This product launch significantly enhances abrdn's competitive positioning in the U.S. market. Building upon their $10 billion ETF business, these active offerings could attract substantial inflows from both institutional and retail investors seeking specialized exposure with professional management. The integration of established investment teams with dedicated ETF expertise suggests a well-thought-out operational structure that could support future active ETF launches.
abrdn expands passive Commodity and Precious Metal ETF suite with the launch of two new actively managed ETFs in U.S. small caps and emerging markets
PHILADELPHIA, PA / ACCESS Newswire / February 18, 2025 / abrdn Inc., the U.S. business of the global specialist asset manager, today announced the launch of two new fully transparent active ETFs, trading on the NASDAQ: the abrdn Focused U.S. Small Cap Active ETF (NASDAQ:AFSC) and the abrdn Emerging Markets Dividend Active ETF (NASDAQ:AGEM).
The abrdn Focused U.S. Small Cap Active ETF seeks capital appreciation by investing in a select group of high-conviction U.S. small-cap stocks, while the abrdn Emerging Markets Dividend Active ETF targets total return through income and long-term capital growth, focusing on companies with strong dividend growth and solid fundamentals.
The launch marks the introduction of abrdn's first actively managed ETFs in the U.S., providing access to two of the firm's flagship investment capabilities, building upon its existing
The abrdn Focused U.S. Small Cap Active ETF will continue to be managed Chris Colarik, Head of U.S. Smaller Companies, and Scott Eun, Senior Investment Director. The Emerging Markets Dividend Active ETF will continue to be managed by Matt Williams, Senior Investment Director, and Gabriel Sacks, Investment Director. These existing investment teams will be further strengthened by the addition of Awais Khan, CFA, Head of ETF Portfolio Management and Capital Markets as a portfolio manager to the funds.
Jim O'Connor, CEO, Americas, said: "The demand for actively managed funds has grown at a tremendous rate as investors seek higher-touch, lower cost and tax efficient strategies. These two new funds mark the first phase of our commitment to offering world-class investment solutions, combining our expertise in active management with our existing passive ETF solutions in commodities and precious metals. We look forward to engaging advisors and investors on how active management in these specialized asset classes can help diversify portfolios and improve client outcomes."
Awais Khan, CFA, Head of ETF Portfolio Management and Capital Markets, said: "U.S. small caps and emerging markets present compelling diversification opportunities driven by the market's undervaluation. As appetite for dealmaking increases, small caps in particular emerge as a prime target, trading at a discount relative to large caps, and offering significant growth potential. We are excited to build on the strong track records of the EM Dividend Fund and U.S. Small Cap Focused Fund by offering active ETFs within these niche markets, further unlocking long-term value for investors."
For more information on abrdn's active ETF suite, please visit Active ETFs | abrdn
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In the United States, abrdn is the marketing name for the following affiliated, registered investment advisers: abrdn Inc., abrdn Investments Limited, and abrdn Asia Limited.
Notes to editors
About abrdn
abrdn is a global investment company that helps clients and customers plan, save and invest for the future. Our purpose is to enable our clients to be better investors.
abrdn manages and administers
$640.5 b n of assets for clients (as of 31 December 2024).Our strategy is to deliver client-led growth. We are structured around three businesses - Investments, Adviser and Personal - focused on their changing needs.
The capabilities in our Investments business are built on the strength of our insight - generated from wide-ranging research, worldwide investment expertise and local market knowledge.
Our teams collaborate across regions, asset classes and specialisms, connecting diverse perspectives and working with clients to identify investment opportunities that suit their needs.
As of 31 December 2024, our Investments business manages
$463.0b n on behalf of clients - including insurance companies, sovereign wealth funds, independent wealth managers, pension funds, platforms, banks and family offices.
abrdn.com
Investors should carefully consider the investment objectives, risks, fees, charges, and expenses of an ETF before investing. The summary and full prospectuses contain this and other information about the ETF and should be read carefully before investing. To obtain a prospectus for the ETF, contact us at 1-844-383-7289 or download it from this site.
Investing in ETFs involves risk, including possible loss of principal. There is no assurance that the investment objective of any fund will be achieved. ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. As a result, an investor may pay more than net asset value when buying and receive less than net asset value when selling. In addition, brokerage commissions will reduce returns. Fund shares are not individually redeemable directly with the Fund but blocks of shares may be acquired from the Fund and tendered for redemption to the Fund by certain institutional investors in Creation Units.
The value of a security may decline for reasons directly related to the issuer, such as management performance, financial leverage and reduced demand for the issuer's goods or services. The stock or other security of a company may not perform as well as expected, and may decrease in value, because of factors related to the company, to the industry in which the company is engaged, or to the market as a whole. The Fund is subject to the risk that the Adviser or Subadviser may make poor security selections. Funds that invest a greater proportion of their assets in the securities of a smaller number of issuers will be subject to greater volatility with respect to their investments than funds that invest in a larger number of securities. Securities of smaller companies are usually less stable in price and less liquid than those of larger, more established companies. Therefore, they generally involve greater risk.
abrdn Inc. has been registered as an investment adviser under the Investment Advisers Act of 1940 since August 23, 1995. In the United States, abrdn is the marketing name for the following affiliated, registered investment advisers: abrdn Inc., abrdn Investments Limited, and abrdn Asia Limited.
abrdn's exchange-traded funds are distributed by ALPS Distributors, Inc. ALPS is not affiliated with abrdn.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
EAF000109 3/30/26
SOURCE: abrdn Inc.
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