Nuveen, State Street Team Up On Muni Bond ETFs
31 March 2010 - 1:08AM
Dow Jones News
Nuveen Investments will become the sub-adviser to five municipal
bond SPDR exchange-traded funds and other municipal bond strategies
managed by State Street Global Advisors, an alliance that will
likely lead to future joint product launches between the two.
Timothy Ryan, head of State Street Global Advisors' municipal
bond group who now manages the ETFs, will move to Nuveen
Investments as senior vice president to serve as lead portfolio
manager for the SPDR ETFs, which now have assets of nearly $2
billion. State Street Global Advisors is the investment management
business of State Street Corp. (STT).
The five funds, which will be rebranded as SPDR Nuveen municipal
ETFs, are: SPDR Barclays Capital Municipal Bond ETF (TFI); SPDR
Barclays Capital California Municipal Bond ETF (CXA); SPDR Barclays
Capital New York Municipal Bond ETF (INY); SPDR Barclays Capital
Short Term Municipal Bond ETF (SHM); and SPDR S&P VRDO
Municipal Bond ETF (VRD).
The sub-advisory agreement has been approved by the board of
trustees and shareholders for each ETF, and is effective April
1.
Combining Nuveen's experience in managing municipal bond
portfolios with State Street's expertise in ETFs creates an
unmatched offering in muni bond portfolios, said Jim Ross, senior
managing director at State Street. It puts the two companies in a
strong position "to develop and launch joint products" in the
future, he said.
"From an investor's point of view, we think the tie-up will be
quite powerful," he said.
Bill Huffman, chief operating officer and co-head of Nuveen
Asset Management, said Nuveen looks forward to developing passively
managed ETF products with State Street Global Advisors in the
future. Actively managed products are "always a possibility,"
Huffman said.
As of Dec. 31, Nuveen managed nearly $70 billion in municipal
bond securities.
State Street Global Advisors is one of the largest ETF providers
globally, with SPDR ETF assets of more than $204 billion under
management as of Dec. 31.
-By Daisy Maxey; Dow Jones Newswires; 212 416 2237;
daisy.maxey@dowjones.com