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Portfolio > Portfolio Construction

Top Portfolio Products: New China Small-Cap ETF

By Marlene Y. Satter

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New products and changes introduced over the last week include a new China small-cap ETF from Deutsche Asset & Wealth Management, and Manning & Napier launched a new microsite for advisors.

Here are the latest developments of interest to advisors:

1) DeAWM Launches China Small-Cap ETF

Deutsche Asset & Wealth Management (DeAWM) has announced the launch of the db X-trackers Harvest CSI 500 China A-Shares Small Cap Fund (ASHS), which provides investors with direct access to small-cap China A-shares equities. DeAWM has partnered with subadvisor Harvest Global Investments Limited to launch this product, which has an expense ratio of 0.82%.

ASHS will seek to track the CSI 500 Index, which holds 500 small-cap companies listed on the Shanghai and Shenzhen stock exchanges. To be considered for inclusion in the index, securities must meet minimum liquidity requirements.

2) Manning & Napier Launch Microsite on Fiduciary Risk for Advisors

Manning & Napier has announced the launch of its new microsite on fiduciary risk for advisors, which addresses the concern among plan fiduciaries concerning plan failure risk (PFR)—an increasing concern because of previous siloing of health and wealth benefits. The site can assist advisors to help plan sponsors develop a coordinated strategy that incorporates both retirement and health care objectives, in order to drive positive outcomes and avoid plan failure risk.

The microsite’s interactive prioritizer tool will help plan sponsors begin to set a short- and a long-term objective. In using the prioritizer, plan sponsors receive a report that will help them to define an effective, actionable benefits strategy for their business. A short video on the microsite explains the key components of avoiding PFR in simple terms: careful evaluation of benefits program offerings, knowing what an organization is able to spend on benefits, and clearly defining near and long-term objectives. The infographic also includes a comprehensive timeline of the evolution of employee benefits, and how health care and retirement have converged.

Read the May 16 Portfolio Products Roundup at ThinkAdvisor.

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