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Clearbook marks one-year anniversary of ClearShares OCIO ETF


ClearShares, a wholly owned subsidiary of Clearbrook, has marked the one-year anniversary of the launch of ClearShares OCIO ETF (OCIO). The ETF began trading on 27 June 2017 on the NYSE. As of 26 June 2018, the Fund had USD111.9 million in AUM and outperformed its benchmark by 116 basis points.

ClearShares OCIO ETF (the “Fund”) is an actively managed portfolio of active and passive, index-based ETFs. The Fund has an active tactical asset allocation, managed by a team of investment professionals with multi-asset class, multi-market cycle experience. The Fund seeks to outperform a traditional 60 per cent ACWI/40 per cent Bloomberg Barclays US Aggregate mix of global equity and fixed-income investments.
“We have listened to a growing number of investors who have expressed an interest in participating in our OCIO platform, but didn’t have the resources or minimums required for the partnership to be cost-effective,” says Elliott Wislar, CEO of Clearbrook. “Taking into consideration cost-effectiveness, liquidity and transparency, Clearbrook’s response was to offer an affordable ETF solution that takes advantage of experienced professional management, research and analytics of the OCIO model and make it available to the entire market. The OCIO ETF strategy helps fill the gap between the mainstream FA/RIA and the new robo advisor solutions.”  
“A year after the launch of the OCIO ETF, the Fund has met our expectations in offering investors an innovative solution – a potential core or total portfolio solution seeking to improve performance and reduce risk,” says Tom Deegan, Chief Operating Officer of Clearbrook. “With the proliferation of ETF offerings and the vast amount of investor capital flowing into these products, we felt it was an appropriate time to take this strategy to market as an ETF.”

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