FINTECH

Touchstone Investments Launches Its Fourth Distinctively Active Managed ETF

Touchstone Investments | August 29, 2022 | Read time : 03:34 min

Touchstone Investments Launches Its Fourth Distinctively
Touchstone Investments, known for its Distinctively Active® mutual funds, announced the launch of its fourth actively managed exchange traded fund (ETF), the Touchstone Ultra Short Income ETF. The ETFs mark the natural expansion of Touchstone's Distinctively Active investment philosophy through an ETF structure, providing shareholders with more investment options.

Each of the four ETFs has a corresponding Touchstone mutual fund that shares a similar core investment strategy. The four that have launched over the last few weeks are:
  • Touchstone Strategic Income Opportunities ETF: The expanded opportunity set of this multi-sector bond strategy provides the flexibility to invest effectively in a variety of different markets and is focused on providing a high and consistent level of income and total return.
  • Touchstone US Large Cap Focused ETF: This Fund seeks capital appreciation by investing in U.S.-listed equity securities that have a market capitalization at the time of purchase above $5 billion and focuses on investing in companies with reasonable valuations combined with distinctive barriers to entry in their respective markets.
  • Touchstone Dividend Select ETF: This Fund seeks a high level of current income and capital appreciation by investing primarily in a portfolio of dividend-paying, large-capitalization equities which have the potential to support reliable, growing dividends along with reasonable valuations.
  • Touchstone Ultra Short Income ETF: This Fund seeks maximum total return consistent with the preservation of capital by primarily investing in a diversified portfolio of investment grade fixed income securities; its portfolio is managed to maintain an effective duration of one year or less under normal market conditions.

Touchstone's ETFs have the potential to provide excess returns and complement most investment portfolios; seek to reduce unintended risks and offer the flexibility to capture upside potential and limit downside risk relative to an index; and provide the potential for a more tax-efficient, cost competitive and transparent way to access Touchstone investment strategies with no investment minimum.
Distinctively Active management has long been the hallmark of Touchstone's investment philosophy, so extending its Distinctively Active approach into ETFs is a natural expansion of Touchstone's core competencies. Touchstone's commitment to being Distinctively Active means executing a fully integrated and rigorous process for identifying and collaborating with best-in-class asset managers to sub-advise the firm's funds. The four new Touchstone ETFs are sub-advised by Fort Washington Investment Advisors, a long-time sub-advisor of the Touchstone Funds.

About Touchstone Investments
Touchstone's commitment to being Distinctively Active has purposeful intent. Recognizing that not all fund companies are created equal, we actively apply an integrated and rigorous approach for identifying and partnering with highly-skilled asset managers who act in a sub-advisory capacity. Their expertise, disciplined investment processes and employment of active management provide the differentiation required for robust portfolio construction. Touchstone offers a full breadth of investment options across styles and asset classes, including U.S. equity, international equity, income and multi-asset funds. The Touchstone Funds are advised by Touchstone Advisors, Inc., a registered investment adviser, and are distributed nationally through intermediaries including broker-dealers, registered investment advisers, institutions and others by Touchstone Securities, Inc., a registered broker-dealer and member FINRA/SIPC. Touchstone, Touchstone Funds and Touchstone Investments are federal service mark registrations and applications owned by IFS Financial Services, Inc. Touchstone Securities, Inc., Touchstone Advisors, Inc., and IFS Financial Services, Inc., are members of Western & Southern Financial Group.

About Fort Washington Investment Advisors
Fort Washington Investment Advisors, Inc. (Fort Washington) is a diversified asset management firm offering a wide range of investment solutions to a diverse set of clients and valued partners, including insurance companies, endowments, foundations, religious orders, not-for-profits, public employee retirement systems, Taft-Hartley entities, corporations operating in numerous industries, as well as individuals and families. The firm applies well-defined investment values across the diverse lineup of strategies that we offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others.

About Western & Southern Financial Group
Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc., a Fortune 500 company, is the parent company of a group of diversified financial services businesses. Its assets owned ($66 billion) and managed ($35 billion) totaled $101 billion as of June 30, 2022. Western & Southern is one of the strongest life insurance groups in the world. Its seven life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Gerber Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company, and National Integrity Life Insurance Company) maintain very strong financial ratings. Other member companies include Eagle Realty Group, LLC; Fort Washington Investment Advisors, Inc.; IFS Financial Services, Inc.; Touchstone Advisors, Inc.; Touchstone Securities, Inc.; W&S Brokerage Services, Inc.; and W&S Financial Group Distributors, Inc. Western & Southern is the title sponsor of seven major community events every year, including the Western & Southern Open, a premier event in the U.S. Open Series played each August by the world's top-ranked professional male and female tennis players.

Spotlight

When you think of your financial institution's website, you probably think about checking your account balance, finding a branch near you, or maybe looking into a loan. You're looking for information about your finances. You most likely don't think about their blog. Do banks even HAVE blogs? Unfortunately, many financial institutions suffer from a lack of creativity when it comes to blogging. We get it; everyone runs into a blogging wall on occasion, but the typical financial blog post can induce a heavy stupor in even the most caffeinated reader.


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Spotlight

When you think of your financial institution's website, you probably think about checking your account balance, finding a branch near you, or maybe looking into a loan. You're looking for information about your finances. You most likely don't think about their blog. Do banks even HAVE blogs? Unfortunately, many financial institutions suffer from a lack of creativity when it comes to blogging. We get it; everyone runs into a blogging wall on occasion, but the typical financial blog post can induce a heavy stupor in even the most caffeinated reader.

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