advisorshares investments is a us-based investment management firm based in bethesda , maryland which offers actively managed exchange-traded funds ( etfs ) through the advisorshares trust .

urltoken took an interest in the firm in 2008 and the firm launched its first active etf fund in 2009 .

advisorshares

advisorshares said advisorshares dent tactical etf ( nysearca : dent ) will be reorganized into the advisorshares meidell tactical advantage etf ( nysearca : math ) .
advisorshares said advisorshares dent tactical etf ( dent - news ) will be reorganized into the advisorshares meidell tactical advantage etf ( math - news ) .
glassdoor has 4 advisorshares investments reviews submitted anonymously by advisorshares investments employees . read employee reviews and ratings on glassdoor to decide if advisorshares investments is right for you .
advisorshares is one of the leading providers of actively managed etfs . as of 11 / 15 / 2011 , advisorshares offers 11 active etfs with over
foreside fund services , llc , serves as the distributor to the advisorshares trust .
first off , can you tell us a little bit about yourself and advisorshares .
accuvest will also subadvise advisorshares’ long - only accuvest global opportunities etf ( nysearca : accu ) , which has not been launched yet , advisorshares said in the press release .
accuvest will also subadvise advisorshares’ long - only accuvest global opportunities etf ( nysearca : accu ) , which has not been launched yet , advisorshares said in the press release .
advisorshares today launched four actively managed exchange - traded funds that finance gold purchases in currencies other than the u . s . dollar . three of the funds are focused on one specific currency––the advisorshares gartman gold / euro etf ( geur ) , advisorshares gartman gold / british pound etf ( ggbp ) and advisorshares gartman gold / yen etf ( gyen ) .
advisorshares provides educational support to help investors understand etfs , and the underlying investment strategy for each advisorshares etf . advisorshares continues to seek qualified sub - adviser investment partners to offer compelling investment strategies in an active etf structure . visit our website at urltoken to learn more about us . follow the advisorshares team on twitter or ' like ' us on facebook .
advisorshares offers a variety of investment strategies by investment managers who are experts in their field .
to purchase or learn more about advisorshares etfs , please contact your investment advisor or broker .
advisorshares provides educational support to help investors understand etfs , and the underlying investment strategy for each of the advisorshares etfs . advisorshares continues to seek qualified sub - advisor investment partners to offer compelling investment strategies in an active etf structure . visit our website at urltoken to learn more about us . follow the advisorshares team on twitter or ' like ' us on facebook .
emails i sent to both advisorshares and harry dent ' s organization asking for comment went unreturned .
advisorshares investments , llc 4800 montgomery lane , suite 150 • bethesda , maryland 20814 • 1 . 877 . 843 . 3831 privacy policy • copyright © advisorshares 2016 • foreside fund services , llc distributor
advisorshares is a turnkey platform for investment managers seeking to offer their investment strategy in an actively managed etf . advisorshares works with some best - of - breed money managers to combine their money management expertise with the benefits the etf structure provides . advisorshares provides sales , marketing and educational support to help financial advisors use advisorshares etfs to help them achieve their clients’ investment goals and objectives . advisorshares is a leader in actively managed etfs and is dedicated to investor education . visit our website at urltoken to learn more about us .
the largest etf in the advisorshares family is the advisorshares mars hill global relative value etf ( nyse : grv ) , the industry’s first long / short etf , which in four months has grown to over $ 42 million in assets . the advisorshares line - up consists of a few other firsts : the advisorshares dent tactical etf ( nyse : dent ) was the first actively managed etf of etfs , and the advisorshares wcm / bny mellon focused growth adr etf ( nyse : aadr ) was the first international actively managed etf .
the largest etf in the advisorshares family is the advisorshares mars hill global relative value etf ( nyse : grv ) , the industry ' s first long / short etf , which in four months has grown to over $ 42 million in assets . the advisorshares line - up consists of a few other firsts : the advisorshares dent tactical etf ( nyse : dent ) was the first actively managed etf of etfs , and the advisorshares wcm / bny mellon focused growth adr etf ( nyse : aadr ) was the first international actively managed etf .
dividend announcement : advisorshares trust ( nyse : scap ) today declared a dividend of $ 0 . 0317 per share
dividend announcement : advisorshares trust ( nyse : scap ) today declared a dividend of $ 0 . 0301 per share
you ' re next job will be a huge step up , because almost every company is an improvement over advisorshares .
investments , such as advisorshares etfs , on a wide range of criteria including expenses , performance , dividend yield and volatility .
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fund . com’s subsidiary , advisorshares investments llc , is creating actively managed etfs to take advantage of the rapidly growing etf business .
screen etfs based on asset class , issuer , market cap , expense ratio , and more . to analyze all advisorshares etfs in the
or call the advisorshares investment consultant team at 1 - 877 - the - etf1 ( 1 - 877 - 843 - 3831 ) .
the table below includes fund flow data for all u . s . listed advisorshares etfs . total fund flow is the capital inflow into an
in the advisorshares , including number of holdings and percentage of assets included in the top ten holdings . to see more detailed holdings information for any
advisorshares looks forward to the pershing insite™ 2018 conference being held at the hyatt regency in orlando , florida . come visit us at booth # 317 .
philippe cousteau jr . and advisorshares join forces to develop the global echo etf ( nyse : give ) social entrepreneur and environmental advocate philippe cousteau jr . and advisorshares investments , a sponsor of actively managed exchange traded funds ( etfs ) , today announced a partnership to develop the advisorshares global echo etf ( nyse : give ) , which will bring the first multi - manager etf with an absolute return and sustainable investment mandate to advisors and their clients marketwire
can you tell us about advisorshares’ etf business ? advisorshares is an actively managed exchange traded fund firm . we offer 22 actively managed exchange traded funds . and what ' s unique about us is that we offer those products with different underlying managers who all have a previous track record and expertise in that particular strategy .
the newest etf in the advisorshares family is the advisorshares cambria global tactical etf ( nyse : gtaa ) , an etf managed by mebane faber and eric richardson , co - authors of the popular book , ‘the ivy portfolio’ . it raised over $ 40 million in assets in just two weeks of being available for investment .
advisorshares and all other issuers are ranked based on their aggregate 3 - month fund flows for all u . s . - listed etfs . 3 - month fund flows is a metric that can be used to gauge the perceived popularity amongst investors of advisorshares relative to other issuers . all values are in u . s . dollars .
) in a measure aimed to benefit shareholders . the advisorshares board of trustees approved the closing and subsequent liquidation of dent , and following its last day of trading on
the newest etf in the advisorshares family is the advisorshares cambria global tactical etf ( nyse : gtaa ) , an etf managed by mebane faber and eric richardson , co - authors of the popular book , ' the ivy portfolio ' which has raised over $ 40 million in assets in just two weeks of being available for investment .
the following table presents sortable historical returns for all advisorshares etfs . to see information on dividends , expenses , or technicals , click on one of the other tabs above .
the following table presents sortable tax data for all advisorshares etfs . to see information on dividends , expenses , or technicals , click on one of the other tabs above .
tell us why you’re here today . we’re here today to basically celebrate three years of having advisorshares gartman gold / euro etf ( geur ) and advisorshares gartman gold / yen etf ( gyen ) , two etf ' s that trade gold but predicated in euros ( in the case of geur ) or predicated in yen ( in the case of gyen ) .
social entrepreneur and environmental advocate philippe cousteau jr . and advisorshares investments , a sponsor of actively managed exchange traded funds ( etfs ) , today announced a partnership to develop the advisorshares global echo etf ( nyse : give ) , which will bring the first multi - manager etf with an absolute return and sustainable investment mandate to advisors and their clients . the global
“i’ve learned that owning different commodities , especially gold , in different currency terms can provide added - value for any investor’s alternative allocation , ” gartman said in a press release . gartman worked with advisorshares and treesdale to develop the three gartman gold etfs , and will continue to partner with advisorshares to educate financial advisors and investors about investing in gold in different currency terms .
advisorshares launched its first active etf in 2009 and has since grown to 24 active etfs and $ 1 . 5 billion under management , $ 500 million of which has come in since january .
advisorshares etfs offer operational and tax efficiencies , which lower investment expenses and typically improve the overall investment return . etfs are , however , subject to commission costs each time you buy or sell .
advisorshares etfs offer daily transparency and liquidity , which provides investors the ability to understand what the etf owns and know the true value of their investment . although liquid , etfs fluctuate in value .
the following reprints should not be construed as an offer to sell or a solicitation of an offer to buy shares of any other funds . they are provided for informational purposes for advisorshares only .
eric shore , a financial advisor with shore wealth management said , “i use etfs for my clients but am also a believer in active management and appreciate what advisorshares is doing with the etf structure to marry the two concepts . advisorshares’ products allow me to better diversify not only across asset classes , but across portfolio managers as well by way of a ticker symbol traded on an exchange . ”
the advisorshares international gold etf ( glde ) will invest in a basket of exchange - traded products that utilize the euro , pound , yen and u . s . dollar to make gold purchases .
the following table presents sortable dividends information for all advisorshares etfs , including yield and dividend date . for information on expenses , returns , or technicals , click on one of the other tabs above .
eric shore , a financial advisor with shore wealth management said ,
i use etfs for my clients but am also a believer in active management and appreciate what advisorshares is doing with the etf structure to marry the two concepts . advisorshares ' products allow me to better diversify not only across asset classes , but across portfolio managers as well by way of a ticker symbol traded on an exchange .
, ceo of advisorshares , said ,
we determined it was in the best interest of the shareholders to close dent due to the amount of time required for the merger and its associated costs .
effective december 1 , 2011 , accuvest global advisors ( “accuvest” ) will replace mars hill partners , llc ( “mars hill” ) as sub - adviser to the fund and assume responsibility for the management of the fund on a day - to - day basis subject to the oversight of the board of trustees ( the “board” ) of advisorshares trust ( the “trust” ) and advisorshares investments , llc ( the “advisor” ) .
the following table presents sortable expense information for all advisorshares etfs , including expense ratios and commission free trading . to see information on dividends , returns , or technicals , click on one of the other tabs above .
advisorshares’ 14th actively managed exchange traded fund – and the first of its etfs to focus on sustainable investment , the global echo etf ( give ) – opened for trading on thursday at the new york stock exchange .
to request more information on advisorshares , please contact noah hamman at 202 - 684 - 6383 or nh @ urltoken . for media inquiries , please contact richard stern at 212 - 888 - 0044 or richstern @ urltoken .
this tool allows investors to compare two etfs head - to - head , presenting holdings , performance metrics , and other data . you can use this tool to compare advisorshares etfs with each other . for example , to compare
all of these strategies provide diversification and the ability to neutralize u . s . dollar risk by providing investors the option to choose an alternative funding currency for their gold purchases other than the commonly used dollar , according to advisorshares .
bethesda , md . , april 27 , 2018 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced april 2018 income distributions for etfs that pay monthly . . .
bethesda , md . , july 28 , 2017 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced july 2017 income distributions for etfs that pay monthly . . .
bethesda , md - - ( marketwire - november 11 , 2010 ) - advisorshares investments , llc , an innovator of actively managed exchange traded funds ( etfs ) , announced today that it passed $ 100 million in assets under management .
the following table includes certain technical metrics for all advisorshares etfs . for more advanced technical indicators , click the “more” link in the right column . for information on expenses , returns , or dividends , click one of the other tabs above .
bethesda , md . , june 28 , 2018 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , announced june 2018 income distributions for etfs that pay monthly dividends . . . .
bethesda , md . , april 2 , 2018 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , announced march 2018 income distributions for etfs that pay monthly or quarterly . . .
bethesda , md . , feb . 28 , 2018 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced february 2018 income distributions for etfs that pay monthly . . .
bethesda , md . , jan . 31 , 2018 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced january 2018 income distributions for etfs that pay monthly . . .
bethesda , md . , nov . 30 , 2017 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced november 2017 income distributions for etfs that pay monthly . . .
bethesda , md . , oct . 31 , 2017 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced october 2017 income distributions for etfs that pay monthly . . .
bethesda , md . , sept . 28 , 2017 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced september 2017 income distributions for etfs that pay monthly . . .
bethesda , md . , aug . 28 , 2017 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced august 2017 income distributions for etfs that pay monthly . . .
“while other hedge fund strategies have struggled this year , this was designed to be an ‘all weather’ strategy that should still be able to find gains in both up and down markets , ” advisorshares’ ceo noah hamman told indexuniverse in an interview .
bethesda , md . , may 30 , 2018 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced may 2018 income distributions for etfs that pay monthly distributions . . . .
bethesda , md . , dec . 29 , 2017 / prnewswire / - - advisorshares , a leading sponsor of actively managed exchange - traded funds ( etfs ) , today announced december 2017 income distributions for etfs that pay monthly , . . .
launched in partnership with environmental advocate and social entrepreneur philippe cousteau jr . , the advisorshares global echo etf is a multi - manager fund that seeks to “do well by doing good” by pairing a public investment company product with a private charitable foundation .
this is a list of all the advisorshares etfs that are currently listed in the us . please note that the list may not contain newly issued etfs . for more detailed information on expenses , dividends , or returns , click on one of the other tabs above .
the following table includes links to more in - depth analysis of all advisorshares etfs ; click on the links below to see fund holdings , official fact sheets , and more . for information on expenses , returns , or dividends , click one of the other tabs above .
an active etf doesn ' t need to be nontransparent ,
said noah hamman , chief executive of advisorshares investments .
we looked around and we couldn ' t find any research that said if a portfolio doesn ' t show its positions , it will produce better alpha .
according to advisorshares , the foreign currencies are obtained through the sale of either exchange - traded currency futures or over the counter foreign exchange forward contracts . the funds will assess the dollar and corresponding foreign currency yield curve to gauge the most positive net effect to purchase gold in different currency terms .
, ceo of advisorshares .
this change will bring an expert in global asset management to a product that has fallen short in performance relative to its peers . after reviewing the performance with the current sub advisor , it was concluded that a change was in the best interest of shareholders .
the following table shows the etfdb ratings for all advisorshares etfs . the etfdb ratings are a transparent , quant - based framework for evaluating exchange - traded products relative to peers in their urltoken category . for information on performance , expenses , or dividends , click on one of the other tabs above .
“grv has an institutional - caliber investment strategy that is designed to pursue consistent positive absolute returns regardless of the direction of the stock market or interest rates . we are excited to bring investors access to this compelling investment strategy through an actively managed etf , ” said noah hamman , ceo and founder of advisorshares .
“we are pleased to be positioned with a unique line - up of actively managed investment strategies . the financial advisor community we serve has expressed high interest in transparency and the need for tax efficiency for their client base , all attributes that our product suite contains , ” stated noah hamman , ceo and founder of advisorshares .
but with year - to - date net asset value losses of 16 percent , significantly lagging its long - only benchmark , grv now has only $ 3 . 2 million in assets , which led advisorshares to cut mars hill partners loose , and put walnut creek , calif . - based accuvest on the subadvisory job instead .
we are pleased to be positioned with a unique line - up of actively managed investment strategies . the financial advisor community we serve has expressed high interest in transparency and the need for tax efficiency for their client base , all attributes that our product suite contains ,
stated noah hamman , ceo and founder of advisorshares .
aadr in focus - tom dorsey , founder of dorsey , wright & associates , provides an overview of the advisorshares dorsey wright adr etf ( ticker : aadr ) and shares insights on his firm’s path to international investing . aadr is an international equity strategy that employs dorsey wright’s renowned systematically - driven approach of relative strength investing . watch below :
please read the advisorshares funds ' prospectuses and summary prospectuses ( if available ) carefully before investing . the prospectuses contain each fund ' s investment objectives , risks , fees and expenses and other information , which should be considered carefully before investing . obtain a prospectus and summary prospectus ( if available ) at the fund ' s website at urltoken .
in an interview at the nyse , advisorshares ceo noah hamman said his three - year - old firm’s sole focus on actively managed etfs involved a complicated , time - consuming process to meet regulatory requirements . but the effort is worth it , he said , because etfs were transparent , liquid , tax efficient and open to investors of all kinds .
rals isn’t global in scope . it relies on rob arnott’s research affiliates indexing model , and focuses on the u . s . market . but the rafi fund , which has a lower annual expense ratio of 0 . 95 percent compared with 1 . 49 percent for the advisorshares strategy , suggests the market has an appetite for volatility - focused strategies .
advisorshares , the bethesda , md . - based fund provider known for its actively managed etfs , enlisted accuvest global advisors to make over its mars hill global relative value etf ( nysearca : grv ) as it tries to revive an etf that has failed to perform . grv will also get a new name and a new ticker symbol , effective dec . 1 .
advisorshares , the bethesda , md . - based fund provider known for its actively managed etfs , enlisted accuvest global advisors to make over its mars hill global relative value etf ( nysearca : grv - news ) as it tries to revive an etf that has failed to perform . grv will also get a new name and a new ticker symbol , effective dec . 1 .
i have been in the financial services business for 20 years on both the broker and asset management side . advisorshares is an actively managed exchanged - traded fund firm . we have a unique approach to the market . we were one of the first firms to offer actively managed etfs and we work with other underlying sub - advisors , who are all experts in their fields .
fund . com’s subsidiary , advisorshares investments , llc , creates actively managed etfs for investment advisers , earning its revenue from a share in the investment advisors’ management fees . the company also owns 100 % of weston capital management , west palm beach , fl , an originator and distributor of hedge funds . weston originates and markets fund of funds ; originates and markets single - manager hedge funds ; and it raises capital to seed new hedge funds .
issuer power rankings are rankings between advisorshares and all other issuers with their u . s . - listed etfs on certain investment - related metrics , including 3 - month fund flows , 3 - month return , aum , average etf expenses and average dividend yields . the metric calculations are based on u . s . - listed etfs and every etf has one issuer . if an issuer changes its etfs , it will also be reflected in the investment metric calculations .
founder and chief investment officer of mars hill partners , jason huntley said , “we are very excited to partner with advisorshares to package and launch grv given the underlying merits of our long / short investment strategy when combined with the daily liquidity , fully transparent and tax efficiency benefits of an nyse - listed etf . historically , strategies like ours have been accessible primarily through separate accounts or private hedge funds , neither of which offers anywhere near the benefits of the etf package which includes transparency . ”
( moneywatch ) the advisorshares family of active exchange - traded funds recently announced it would be closing its dent tactical etf ( dent ) . this etf is based on the demographic research from bestselling author harry dent . according to the fund description , dent seeks to achieve its investment objective by identifying broad trends in the u . s . and global economies and then implementing investment strategies in asset classes ( such as , but not limited to , foreign and domestic equities or fixed income securities ) that the portfolio manager believes will benefit from these trends .
, president of accuvest global advisors said ,
we are excited to launch our first of two actively managed etfs with advisorshares trust . the fund will provide an active long short etf solution for advisors looking to complement their alternative investment exposure , as well as a way to get global all capitalization exposure with potential lower volatility . the fund will allow us to deliver this strategy in a liquid , transparent vehicle that makes it accessible to a wide variety of investors . in addition to managing the fund , we also will serve as the sub - adviser for the accuvest global opportunities etf ( nyse :
the industrial revolution ushered in a new age of economic growth and development . historically , the advent of innovative ways to build and communicate have continued to drive the global economy forward . breakthroughs from the invention of the light bulb , transportation advancements , assembly lines , the telephone , computer chips and the internet have accelerated the growth of new companies as the equity markets progress higher and higher . the advisorshares new tech and media etf ( ticker : fng ) is an actively managed strategy designed to invest in the companies that are driving economic growth in the modern era , and can adapt to changing leadership by maintaining the ability to invest in the next generation of technology and media companies leading the equity markets .
the investment objective of the advisorshares ranger equity bear etf ( nyse arca : hdge ) is capital appreciation through short sales of domestically traded equity securities . hdge is sub - advised by ranger alternative management , l . p . (
portfolio manager
) . the portfolio manager implements a bottom - up , fundamental , research driven security selection process . in selecting short positions , the fund seeks to identify securities with low earnings quality or aggressive accounting which may be intended on the part of company management to mask operational deterioration and bolster the reported earnings per share over a short time period . in addition , the portfolio manager seeks to identify earnings driven events that may act as a catalyst to the price decline of a security , such as downwards earnings revisions or reduced forward guidance .
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urltoken
( table below reflects daily flows on may 1 , 2017 and asset totals as of that date . )
disclaimer : all data as of 6 a . m . eastern time the date the article is published . data is believed to be accurate ; however , transient market data is often subject to subsequent revision and correction by the exchanges .
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all geographies africa argentina asia - pacific asia - pacific ex - japan australia austria belgium brazil california canada chile china colombia denmark developed asia - pacific developed asia - pacific ex - japan developed europe developed markets developed markets ex - japan developed markets ex - u . s . egypt emerging asia - pacific emerging markets eurozone finland france frontier markets frontier middle east & africa germany global global ex - u . s . greece hong kong india indonesia ireland israel italy japan latin america malaysia mexico netherlands new york new zealand nigeria nordic north america norway pakistan peru philippines poland portugal qatar russia saudi arabia singapore south africa south korea southeast asia spain sweden switzerland taiwan thailand turkey u . k . u . s . united arab emirates vietnam
all categories absolute returns agriculture asset allocation australian dollar basket - emerging markets basket - global ex - us brazilian real broad market canadian dollar chinese renminbi corporate energy euro government credit high dividend yield indian rupee industrial metals japanese yen municipals pound sterling precious metals sector singapore dollar size and style sovereign swedish krona swiss franc tactical tools taxable municipals u . s . government
invesco was the only top - five etf issuer to see net outflows on thursday , july 5 .
dave nadig discusses the implications of the sec ' s latest etf rule proposal , plus a chat with salt financial ' s cio and insights on two newly launched etfs .
four of the top five etf issuers had net inflows for their products on tuesday , july 3 .
four of the top five etf issuerrs had net outflows from their products on monday , july 2 .
firm to dramatically expand its commission - free trading platform for etfs this summer .
most etf issuers only saw modest inflows and outflows on friday , june 29 .
sec proposed making it easier to launch an etf , but there are some new hurdles .
vanguard had the largest net inflows , while state street had the largest net outflows of all etf issuers on thursday , june 28 .
the so - called etf rule would reduce the time and cost necessary for new issuers to launch most—but not all—etfs .
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for years , the advice industry has been hearing about a coming wave of actively managed exchange - traded funds . yet as each year passes , very little happens .
out of a total universe of 1 , 366 exchange - traded funds , the asset management industry has launched only 84 actively managed etfs , according to morningstar inc .
active etfs represent about 1 % of the overall etf market , and roughly half of those active - etf assets are concentrated in two funds managed by [ pacific investment management co . ] ,
said stephen clarke , president of navigate fund solutions , an eaton vance corp . subsidiary that was created specifically to develop a new active - etf model .
the party line against the creation of active etfs by mutual fund companies typically boils down to those pesky rules that require daily portfolio transparency in the active - etf format . but some critics say the real reason is that the industry wants to protect the higher management fees it is able to collect for mutual funds compared with etfs .
in 2008 , when the securities and exchange commission initially approved active etfs , the stipulation was that the portfolio holdings had to be disclosed daily . before 2008 , the etf industry was made up entirely of index - based strategies , and portfolio transparency was never an issue .
a growing voice from the mutual fund industry is claiming that managing an active etf would give the world a free look at what portfolio managers were doing inside their funds . daily disclosure is a far cry from what the mutual fund industry has gotten used to in the form of quarterly portfolio transparency requirements , reported on a 60 - day lag .
the fund companies say they ' re concerned about shadowing and front running of their portfolios , although we think both of those issues are overblown ,
said robert goldsborough , an etf analyst at morningstar .
you have some enormously talented active managers at the mutual fund companies , but they ' re also very paranoid ,
he said .
the portfolio disclosure issue has become sort of a psychological hurdle .
that hurdle has led to a long and growing list of mutual fund companies appealing to the sec for permission to launch less transparent variations on the active - etf model .
some of the firms applying for portfolio disclosure exemptions include well - established etf players such as blackrock inc . , guggenheim investments and state street global advisors . but other firms such as eaton vance and t . rowe price group , which aren ' t even in the etf business , have also applied for exemptions . the reason may be the size of the etf industry and its potential down the road .
the fast - growing etf industry already has $ 1 . 7 trillion in assets . urltoken in january predicted that within 10 years , total etf assets will reach $ 15 . 5 trillion and eclipse the size of the mutual fund industry .
that $ 1 . 7 trillion is the number the fund companies are looking at today , because the growth in [ index - based investing ] over the last 10 years has been predominantly in etfs ,
said jim ross , executive vice president at state street .
i think it ' s hard to predict how big the active - etf space will be ,
he added ,
but we have seen the appetite among advisers for targeted active - etf strategies .
ssga already offers more than 130 etfs , including a few active ones , but the company still has filed with the sec for permission to launch a nontransparent active version .
full transparency hasn ' t proven to be a significant challenge for existing active etfs ,
mr . ross said .
the thing that ' s yet to be proven , and the big ' if ' on sec approval , is whether the nontransparent versions even work .
while the mutual fund industry pleads for exemptions to protect its intellectual property , regulators and critics warn that masking portfolio holdings will lead to wider spreads and other challenges as etf market makers try to hedge their exposure while taking on the added risk of not knowing exactly what they are trying to hedge .
the sec did not respond to a request for comment on whether it would grant disclosure exemptions to any of the asset managers that have applied for them . mr . goldborough believes the regulator will ultimately allow some form of masked portfolios for some active etfs .
eaton vance ' s navigate unit is seeking transparency relief for a hybrid fund , which might be more mutual fund than etf .
dubbed an exchange - traded mutual fund , the navigate model would trade like an etf all day long but price only at the end of the day like a mutual fund .
our approach is an investment vehicle , not a trading vehicle ,
mr . clarke said .
we look at it as an evolution on the theme of the mutual fund .
even if it does get through the regulatory gantlet , such hybrid active - etf strategies still likely will end up going head - to - head with pure active etfs .
on the issue of portfolio transparency and the threat of other traders ' trying to invest based on published portfolio holdings , mr . hamman says bring it on .
if you like what i ' m doing so much , don ' t just try and trade based on what you think i ' m trying to do — just buy my fund ,
he said .
if somebody is trying to copy what i ' m doing , chances are , they ' re getting far worse prices than i ' m getting .
mr . hamman also shoots down arguments that if it takes a portfolio manager a few days to unwind a large position , the transparency factor could drive the stock price down before the entire position is sold .
if other investors see me unwinding a position and follow suit , that could push the stock price down to a level where i don ' t want to sell anymore ,
he said .
there ' s no rule that says i have to keep unwinding if a stock price drops down to a more attractive level .
as mr . hamman sees it , the biggest reason why more mutual fund companies aren ' t aggressively entering the active - etf sector is that fund companies can still charge higher management fees for mutual funds than they can for etfs .
active mutual funds are not going anywhere soon , because commission - based brokers and advisers are still feeding that space ,
he said .
that ' s one thing a mutual fund does a much better job at than an etf — charging fees at the individual level through multiple share classes .
mr . clarke doesn ' t agree with mr . hamman . in fact , he claimed he had never heard that argument before . he said that from the investor ' s standpoint , the focus should be on better performance in a better structure .
for the sixth year , investmentnews will host the best practices workshop & awards , bringing together the industrys top - performing and most influential firms in one room for a full - day . this exclusive workshop and awards program for the . . . learn more
kyle johnson ' s journey from a pastor to financial adviser ; the lesson ' s he learned along the way and what you can take away from his story .
here ' s what they ' re telling their clients to expect over the remainder of the year .
investmentnews asked 11 financial advisers how they stay productive and successful in their careers .
the senior safe act and new finra rules are the latest initiatives to encourage advisers to intervene in cases of elder financial fraud . but the measures don ' t guarantee advisers won ' t be sued .
nuveens chief equity strategist grades himself as being on track on seven out of his 10 predictions for this year .
cerulli study says mutual fund companies and wealth managers are swimming in the same channels .
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as their names imply , geur uses the euro to fund its gold position while ggbp works via the pound and gyen employs the yen .
all four funds are sub - advised by treesdale partners , a new york city - based registered investment advisor with a forte in managing fixed income - based and currency / commodity - based alternative investment products . treesdale is following an investment strategy used by dennis gartman , editor and publisher of the gartman letter , that uses different currencies to fund a gold position .
to minimize the exposure of the fund to more volatile longer - term interest rates , the chosen maturity for funding these etfs won’t exceed six months .
geur , ggbp and gyen all have expense ratios of 0 . 65 percent .
glde takes a different tack by holding a variety of etps to provide diversified currency exposure to the international gold market . the fund’s portfolio will hold the three gartman gold etfs , along with unaffiliated open - end and closed - end funds . as part of its seeding to get glde off the ground , the fund initially held a nearly 20 percent stake in the powershares db gold fund ( dgl ) .
privacy policy | terms and conditions | ©2018 charter financial publishing network inc . all rights reserved . 40
this is the second fund based on dent ' s demographic analysis . a mutual fund known as the aim dent demographic trends fund once had $ 2 billion in assets , and then was merged into another now extinct mutual fund after 80 percent of the assets evaporated . dent told me that the poor performance was due to the fund not taking all of his advice .
the dent etf , however , was managed by hs dent investment management , at least until the firm resigned on june 2 . since launching on sept . 9 , 2009 , and through july 30 of this year , the fund lost 12 . 9 percent . by contrast , the vanguard total stock index fund ( vti ) gained 42 . 7 percent over that period , the vanguard ftse all world ex us ( veu ) gained 5 . 8 percent , and the vanguard total bond ( bnd ) gained 18 . 2 percent .
as recently as october of last year , advisor shares ceo noah hamman was touting the dent etf . in an email to me referring to a piece i wrote advising readers to do the opposite of what dent ' s strategy called for , he stated :
and yes , i read the dent articles as well , the
indent
was funny , though that prediction hasn ' t worked out as well this year , as dent significantly beat your comparable etfs except the bond etf . i would gladly pay 1 . 5 % to have a manager make the decision to be in cash versus trying to climb back from - 16 % and - 23 % with the international exposure .
on its website , hs dent calls the dent method
the ultimate economic forecasting tool for asset protection and growth .
a recent email i received from hs dent also included a link that claimed ,
in other words , we accurately predicted most major economic and stock market events that could have made you substantially richer - - or poorer over the past 20 years .
i ' ve spoken to harry dent in the past and can say he is both brilliant and articulate . i feel bad that investors have lost money a second time in funds based on his research . but the silver lining in this cloud are the three key lessons for all investors .
first , brilliant research doesn ' t equate to beating the market . the stock market has outsmarted the likes of sir isaac newton and albert einstein , so you may want to think twice about following a guru claiming to be smarter than the market , no matter how compelling the logic .
second , when a fund family touts the recent performance of one of its funds , remember that virtually any fund family can find one fund that has done well of late . as always , recent performance isn ' t indicative of future performance . finally , the next time someone tells you they accurately predicted the stock market , think about what they aren ' t telling you .
allan s . roth is the founder of wealth logic , an hourly based financial planning and investment advisory firm that advises clients with portfolios ranging from $ 10 , 000 to over $ 50 million . the author of how a second grader beats wall street , roth teaches investments and behavioral finance at the university of denver and is a frequent speaker . he is required by law to note that his columns are not meant as specific investment advice , since any advice of that sort would need to take into account such things as each reader ' s willingness and need to take risk . his columns will specifically avoid the foolishness of predicting the next hot stock or what the stock market will do next month .
quotes delayed at least 15 minutes . market data provided by ice data services . ice limitations .
his forecasts of booms and busts sell lots of books . but an etf ? maybe not . - wsj
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before investing you should carefully consider the fund’s investment objectives , risks , charges and expenses . this and other information is in the prospectus and summary prospectus . please read the prospectus and summary prospectus carefully before you invest . foreside fund services , llc , distributor .
an investment in the funds is subject to risk , including the possible loss of principal amount invested . the risks associated with each fund include the risks associated with the underlying etfs , which can result in higher volatility , and are detailed in each fund’s prospectus and on each fund ' s webpage .
fng’s investment thesis believes that high - performing technology and media leaders , popularly characterized as “fang , ” will continue to provide superior long - term performance . these disruptive innovators have created , acquired and refined current business models more successfully than others in the technology and media industries , establishing them as leaders on the forward edge . the portfolio manager seeks to identify additional constituents with similar characteristics using technical analysis , sampling and broad - based fundamental reviews to enhance the exposure of the portfolio . this approach will be dynamic , enabling the portfolio management team to use a repeatable and scalable process that consistently seeks out the next industry leaders in technology and media as those faces change over time .
performance data quoted represents past performance and is no guarantee of future results . all fund data and performance data quoted is believed to be accurate , and unless otherwise stated , is sourced from the fund administrator , the advisor’s or sub - advisor’s proprietary data , and morningstar . current performance may be lower or higher than the performance data quoted . investment return and principal value will fluctuate so that an investor’s shares , when redeemed , may be worth more or less than original cost . returns less than one year are not annualized .
the s & p ; 500 index is a broad - based , unmanaged measurement of changes in stock market conditions based on the average of 500 widely held common stocks . one cannot invest directly in an index .
current day market leaders - the companies among the high - performing technology and media leadership advance commerce forward and can outperform broad market benchmarks . these equities are also consistently increasing their market cap within broad - based indexes due to superior fundamentals and company management . fng’s portfolio management team believes these leadership qualities will be maintained as long - term drivers of equity markets .
ability to diversify among tech & media leaders - the strong balance sheets and appetites for expansion that exist within the high - growth equity core creates a natural diversifying quality to the etf’s portfolio . notable company acquisitions by market leaders exemplify how owning outliers may return more than originally assumed . fng seeks to fill the void for those investors that don’t want to rely on specific equity selection therefore minimizing company specific risk , but maintain an investment view on the overall technology , media and social media industries .


joulex was a software company that specializes in monitoring and control of the power consumption of computers and associated devices attached to networks .

founded in 2009 , with headquarters in atlanta , usa , it was acquired by cisco in 2013 .

joulex

© 2012 joulex is a registered trademark of joulex , inc . joulex energy manager ( jem ) and load - adaptive computing are trademarks of joulex , inc . all other brands and product names may be trademarks or registered trademarks of their respective holder .
all four joulex products are eligible for integration including joulex energy manager for pcs , for distributed offices , for energywise and for data centers .
, national sales manager for fieldserver technologies .
achieving joulex - ready validation shows customers that our solution meets or exceeds joulex compatibility criteria and successfully integrates with one or more of the joulex energy manager products .
, president and ceo at joulex .
the joulex - ready technology partner program formalizes these activities to provide partners with the technical resources and professional guidance that our own customers have come to expect from the joulex brand .
joulex claims its customers are reducing energy costs
by up to 60 percent .
joulex unveiled the latest upgrade of its energy management software product last week , the first version of joulex energy manager ( jem ) to be driven largely by customer feedback .
key partners such as calxeda , fieldserver technologies , project performance corporation , and wesustain are already leveraging the joulex - ready program to validate their solution integrations with the joulex energy manager platform .
while joulex ' s headquarters are in atlanta , its main development center is in kassel , germany , and most of its early customers are in europe . siemens has deployed joulex energy manager in two facilities .
joulex chemicals private limited - manufacturer of boiler water treatment chemicals & r . o water treatment chemicals from alwar
joulex software uses an agentless system to detect devices on ip networks and track their energy usage . in this video , mark davidson of joulex talks about the company and demonstrates the software and some of its capabilities .
a single , seamless interface for former joulex partners and customers to open and manage service renewals and product support requests .
joulex has made it easy to become part of the joulex - ready program . vendors simply complete an application and , once approved , they gain access to the joulex energy manager software development kit ( sdk ) and other technical resources to assist them . once the vendor ' s solution is validated , they can display the joulex - ready logo on their packaging and marketing materials for qualified offerings . additionally , their companies are listed on the joulex - ready webpage , giving them global visibility to customers , service providers , system integrators and sales teams worldwide that may be looking for readily deployable enterprise energy management offerings .
. available globally , the joulex - ready program , which includes a comprehensive software development kit ( sdk ) , will provide technical validation and assurance for software and hardware vendors to ensure compatibility and interoperability with the joulex energy manager ( jem ) platform .
but noonan argues that the market has no clear leader as of yet , and thinks joulex offers a unique value proposition . joulex ' s software licensing costs will be about a third of the amount customers save by using the technology . hypothetically , if a 5 , 000 - employee company saves $ 300 , 000 a year using joulex they would pay $ 100 , 000 .
joulex ' s energy management solution provides businesses the ability to measure , monitor , and manage their network ' s energy usage .
but noonan ' s main focus is joulex , which has 12 employees . although noonan is president and ceo , he says the credit for building joulex ' s technology goes to chief architect josef brunner and cto rene seeber , noonan ' s fellow co - founders .
read the joulex integration q & as for commonly asked questions regarding cisco service offers , service agreements , renewals , support , and more .
joulex chemicals private limited - manufacturer of boiler water treatment chemicals , r . o water treatment chemicals & descalants chemicals in alwar , rajasthan .
for more information on the newly integrated services portfolio , and how to open a service support case , visit the services and support for joulex .
noonan jokingly suggests that eventually
somebody is going to ip - enable a toaster ,
adding it to the list of devices managed by joulex .
the open nature of network and systems management tools makes it relatively easy for joulex to gather the power information it needs , mccormick says . even with virtualization technology dividing physical servers into multiple logical entities , joulex can read the power usage of each individual virtual machine and make recommendations to lower energy costs . one customer that ' s piloting joulex is using vmware ' s live migration to move applications from one data center to another to take advantage of lower energy prices .
active joulex service agreements have been migrated to cisco software subscription support service agreements and integrated into our renewals management processes , as well as our support tools and processes .
cisco just announced its intention to spend $ 107 million on joulex , a vc - funded startup that makes software to monitor and manage power usage of networked devices .
one of joulex ' s primary selling points is that , as a single piece of software , it doesn ' t require any agents to be installed on network devices .
sec filings show joulex as having raised $ 17 . 2 million back in 2011 from target partners , techoperators , sigma partners , flybridge capital partners and intel capital . the firm was founded in 2009 in munich , germany and will reside within cisco’s industry solutions group . the joulex software will integrate with cisco ' s energywise energy - management system .
joulex and its main technology , the joulex energy manager , is based on a simple architecture . it ' s a single piece of software that is installed on a pc or virtual machine , usually in about two hours , and provides remote monitoring , analysis and management of all devices connected to the ip network . while vendors like 1e and verdiem focus on pcs and servers , joulex looks at essentially any device controlled by a computer , whether they are lighting systems , hvac , voip phones , or wireless access points .
the joulex energy manager ( version 4 . 0 ) platform is an enterprise - class energy management solution that reduces the total cost of ownership of network and data center infrastructure .
the joulex software allows the customer to monitor , measure and manage energy consumption of networks and it systems across an enterprise without the need for hardware sensors or device - side agents .
pointclear ceo dan mcdade said : “we are pleased with the productive year - long relationship between pointclear and joulex , and we’re most gratified to be considered part of our client’s team . ”
tom noonan , joulex president and ceo said in a statement . “our customers around the world are taking the lead in the ‘sustainability’ revolution , similar to the prominent roles they played in both the quality revolution and the computer revolution previously . the unprecedented growth that joulex has experienced indicates the importance of enterprise energy management solutions as the lynchpins in this transformation . joulex will continue to innovate to help provide the visibility and analysis required to help them control energy across their web scale enterprises - - from buildings and industrial controls to data centers and their distributed it infrastructure . ”
joulex has $ 2 million in venture funding ( largely from noonan ' s tech operators firm ) and only about $ 200 , 000 in revenue so far . numerous energy management vendors are being formed to help businesses deal with the rising cost of energy and proliferation of power - hungry it equipment , meaning joulex will be just one of many options for a cost - conscious cio .
joulex is a company founded by four former executives of internet security systems , according to greenmonk’s tom raftery . but instead of hunting for security vulnerabilities , joulex hunts for energy inefficiencies . it can monitor anything with an ip address – pcs , servers , even ip - enabled hvac units , etc . – all without clients or hardware . it’s priced according to the number of devices managed .
joulex is a leading innovator in sustainable energy management for the enterprise . the joulex energy manager ( jem ) automatically monitors , analyzes and controls the energy consumed by all devices connected to the network—without agents , hardware meters or changes to your network or security . this provides enterprises unprecedented visibility and control over the consumption and utilization of energy throughout their distributed office environments , data centers and facilities management systems .
software to track and manage energy use is an active sector of the data center market . one new player in this market is joulex , which has developed an agentless system that detects devices on ip networks and their energy usage . at the recent data center world conference , mark davidson of joulex told us about the company and demonstrated the software and some of its capabilities . this video runs about 12 minutes .
cisco has completed the integration of joulex , a leading innovator in energy management solutions that provides organizations the ability to see , measure , and manage their it energy use for all network - connected devices and systems across the enterprise , including distributed offices and data centers . on november 20 , 2013 , the cisco energywise suite ( formerly joulex energy manager solutions ) became orderable on the cisco global price list ( gpl ) .
“we needed a partner who understood joulex’s value proposition , and would in turn help us achieve market coverage , gain market intelligence , and most importantly , generate highly qualified sales opportunities , ” said tim mccormick , vice president of sales and marketing for joulex . “as an early stage company , we needed a team of sales professionals who could quickly help us target the relatively new sustainability market and ramp up sales efforts . ”
faces competition from a variety of companies that want to cut energy cost and consumption in large data centers . some of these — from calxeda to vmware — could be competing in the sense that they want a piece of a data center’s budget . however , they could just as likely turn out to be collaborators whose technology works with joulex solutions . ( calxeda , formerly smooth - stone , shares some investors with joulex . )
[ ed’s note : edited the passage above at 11 : 55 et after initial publication to reflect joulex’s potential to collaborate with other players in this space , while competing for a piece of data center budgets . ]
the thing
right now
for noonan is a green it company called joulex , which is attempting to change the way businesses monitor and manage the power used by it equipment and other devices connected to computer networks .
seeber , previously the iss chief scientist for content security products , and brunner initially founded joulex in march 2008 to solve a security problem , but a sequence of events caused them to switch their focus to energy management .
as ceo , noonan is putting in nearly 90 hours a week , and brought his team to the interop conference in las vegas this week to launch joulex , which had been operating in stealth mode . ( take our interop history quiz . )
, the prospect development firm , announced today it delivered $ 2 million in sales opportunities to atlanta - based software company joulex in 2012 . pointclear was tapped in late 2011 to provide the lead generation , qualification and nurture services energy management solutions provider
joulex ' s approximately 15 customers include swisscom ( which is tracking 300 , 000 devices with energy manager ) , bmw , daimler , and deutsche bank , and noonan has had discussions with officials at google about potentially installing the energy manager in google ' s facilities .
our proposed smart energy solutions integrate and build on current technology , including cisco energywise management ( formerly joulex ) . energywise management monitors , measures , and manages the energy of many ip connected systems . we develop policies and embed them in energywise to drive energy consumption savings on those systems .
the cisco acquisition of joulex helps cisco partners resell cisco energywise services to help your energy - conscious customers control consumption , save money , and boost performance . customers will see how their energy is used , wasted , and saved . they can then turn savings into network and data center business solutions .
joulex – an atlanta tech startup promising a way to cut energy consumption and reduce costs at large data centers by about half– closed a $ 17 million round of financing , the company announced today . investors included : sigma partners , flybridge capital partners and intel capital , along with earlier investors target partners and techoperators .
reaction from customers testing jem drove the development of several new features , according to marc davidson , sustainability officer for the atlanta - based company . for example , a large silicon valley firm that was developing its own energy management system before discovering joulex , deployed jem but ran into some stumbling blocks when trying to get buy - in from its engineers .
in year one , leads representing more than $ 2 million in revenue , generated by pointclear , were in the joulex forecast . “pointclear has delivered the opportunities we need to meet our sales goals . we’re projected to achieve 80 % to 90 % growth next year over this year , thanks in part to the leads generated the first year of our partnership with pointclear , ” mccormick said .
there ' s not a business we ' re familiar with that is asking ' can we have another agent to install on our pcs and servers , '
says tim mccormick , vice president of sales and marketing for joulex .
it just doesn ' t scale , it ' s too costly , you can break things on production equipment . it ' s just fraught full of problems .
following various stages of pilot testing , the jem version 2 . 5 includes features such as opt - in capability , a smart mobile application called joulex mobile that allows workers to turn their electronic devices on or off , and the ability to save energy in the data center with load - adaptive computing , a phrase the company coined to describe the rerouting of resources to specific functions or processes as needed .
pointclear’s efforts yielded a 9 % lead rate on behalf of joulex—significantly higher than the industry benchmark of 4 % to 5 % . the pointclear prospect development associates , who use the phone , email and voicemail to identify leads and nurture prospects , achieved this success because of their experience and sales training , and the fact that all have four - year degrees , levels of qualification not typical at competitive firms .
this week the company released a new version of the application and added a new mobile one that can adjust power consumption – dim lights , turn off devices etc . – based on a users location . joulex also expanded its out - of - the - box it infrastructure support , added support for linux and macintosh operating systems and added new reporting capabilities , such as the ability to automatically identify the biggest power hogs in an enterprise .
joulex is not an early - stage firm . it has had 11 consecutive quarters of revenue growth and a long list of customers including cisco itself as well as bmw , sony , coca cola , equifax , nestle water , schneider electric , danske bank , and deutsche telekom . in 2012 it claimed to have won ,
10 customer orders over six figures , and one over a million [ dollars ] .
the firm added 100 new customers in 2012 .
a standard power management policy that would phase down office devices during regular business hours wouldn ' t work for engineers who might arrive in the afternoon and leave after midnight . so joulex mobile was configured to turn devices on and off based on the engineers ' location . users could also access a portal where they could choose to participate , or opt in , their company ' s program , learn more about energy management and see for themselves how their contributions are boosting the company ' s energy savings .
a german company also turned to jem to reduce energy spending in its data center , which annually cost roughly 600 million euro . like many data centers , the facility constantly burned energy and rarely used all available bandwidth or computing resources , except at certain predictable peak times . working with intel and cisco allowed joulex to dynamically turn off switchers and routers to redirect resources as needed . this resulted in what the company calls increased energy intelligence and visibility that supports a range of it infrastructure devices , including cisco energywise and intel data center manager .
players in the data center efficiency space range include the usual it giants , as well as power equipment giants such as siemens , schneider electric and abb , trane , emerson . on the smaller - company and startup front , we’ve got a long list of contenders such as rf code , powerassure , synapsense , joulex , sentilla and vigilent ( formerly federspiel controls ) that have technology to help sensor , monitor and manage both building equipment assets and it assets , as well as marrying those two sides of the data center into a useful single platform .
key findings of the 2009 pc energy report , commissioned by 1e and the alliance to save energy , reveal that nearly half of u . s . employees who use a pc at work don’t shut down their computers at the end of the day , wasting $ 2 . 8 billion every year powering 108 million unused pcs .
by shutting down computers each night , for example , a company with 10 , 000 pcs can save more than $ 165 , 000 a year in energy costs , according to the study . in the u . s . this translates into more than $ 1 . 72 billion and nearly 15 million tons of co2 emissions .
kateri callahan , president of the alliance to save energy , says powering down idle pcs can provide a way for businesses to reduce overhead costs and their environmental impact .
1e and the alliance to save energy commissioned harris interactive to conduct two surveys in the u . s . , u . k . and germany to show how organizations can cut energy costs and reduce their carbon footprint by better understanding user behavior in the workplace .
data collected between september and october 2008 reveals that more than one - third of employees in the u . k . ( 38 percent ) , 32 percent of u . s . employees and 17 percent of german employees who use a pc at work said they either have no idea what power scheme settings are , or how to change the power settings on their pcs .
the survey also reveals that u . s . employees power down to make sure their pcs work properly and to comply with company policy , not because they are interested in saving money . in addition , findings show that only 10 percent of u . s . respondents power down their computers at the end of the day because of the environment , compared to 27 percent of u . k . respondents .
of these , more than nine in 10 power down their home pc at least sometimes when they have finished using it — 93 percent in the u . s . , 96 percent in the u . k . , and 96 percent in germany , according to the report . a greater number of respondents in the u . k . ( 78 percent ) and germany ( 78 percent ) are more likely than those in the u . s . ( 63 percent ) to always power down their home pcs .
the survey also indicates that 63 percent of u . s . employees feel their companies should be doing more to reduce power consumption . in comparison , 67 percent of respondents in the u . k . and 58 percent in germany believe their companies should be doing more . click here to download the u . s . and u . k . reports .
desktop workstations can be a serious power drain for big companies , too . converting to laptops can help ease the energy usage .
most employees are instructed to not turn off their computers so that automatic updates ( e . g . antivirus , software and operating system patches ) can run at night so as to not affect their work during business hours . since most new ( er ) computers have energy - saving modes , the actual energy “waste” is not as much as estimated .
the 2009 pc energy report has one major flaw . turning the pc off each night requires booting the software each day – not a trivial amount of time . allowing only 2 minutes of time to start the pc 4 days a week will incur a labor cost of $ 20 billion for the 108 million pc’s that were mentioned in the report . therefore businesses can save $ 2 . 8 billion in electricity if they are willing to lose an additional $ 18 billion in wages . that is calculated at an annual salary of $ 50 , 000 per year fully burdened with fringe benefits . if it takes 10 minutes to start the pc and software the labor cost soars to over $ 100 billion ! ! !
sleep and hibernate are very effective solutions in office environments for users with a persistent relationship with the pc . it can , however , be very difficult for administrators to centrally configure power management . this makes it hard to enforce enterprise wide power and can lead to a high level of energy waste . companies like 1e , data synergy and verdiem provide software solutions that solve this problem . for instance data synergy’s ( www . datasynergy . co . uk ) powerman product allows an administrator to remotely configure multiple power policies on a per - user , per - machine and even per - time basis . if necessary the policies can be enforced and , uniquely , the product includes a historical reporting feature that can measure success and highlight problems . the tool is proving very popular in larger organisations and in particular the public sector
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the chart below outlines the new product names and includes links to the product information on cisco . com .
we value your business and are excited to enable you to quote , order , and manage service renewals . we take pride in offering you award winning support tools , software support , access to cisco technology experts , and an extensive knowledge base .
to open a tac request , you must first register for a urltoken user id . your contract number should be associated with a urltoken user id . you can do so by visiting the
access
tab in your cisco account profile . if you don ' t know your contract number , please contact your cisco partner or account representative .
for additional information on obtaining technical support through the tac , please consult the technical support reference guide .
policy & regulation are aligning with renewables cost declines to make projects more profitable and portfolios more sustainable .
the grid edge comprises technologies , solutions and business models advancing the transition toward a decentralized , distributed and transactive electric grid .
batteries are helping to optimize the power grid and opening up new applications and services for utilities and service providers .
the wind industry is in a period of intensifying competition and shifting demand that requires a multi - faceted view of the global market .
power fundamentals are changing faster than ever . stay tuned to gtm for the latest .
go deep on one of our hottest topics : hybrid energy . we curate our best reporting on the emerging trends of solar - plus - storage , wind - plus - storage and more .
free intelligence and insights from industry experts and leading companies on the global energy transformation .
eric wesoff is editor - at - large at greentech media . prior to joining gtm , eric wesoff founded sage marketing partners in 2000 to provide sales and marketing - consulting services to venture - capital firms and their portfolio companies in the alternative energy and telecommunications sectors . mr . wesoff has become a well - known , respected authority and speaker in these fields . his expertise covers solar power , fuel cells , biofuels and advanced batteries . his strengths are in market research and analysis , business development and due diligence for investors . he frequently consults for energy startups and silicon valley ' s premier venture capitalists .
this is a good sign - - a healthy venture capital multiple in a green it and energy management acquisition by cisco .
ibm bought noonan ' s previous firm , isis , for $ 1 . 5 billion .
less software is our biggest differentiator ,
ceo tom noonan told us in an earlier interview , adding that the system is partly based around concepts from the way security software is deployed .
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“a few projects of note are carving out a path for the future of the internet of everything in power consumption savings through the use of sensors , ” explains clif deanhardt , cisco architect , global infrastructure services . while some initiatives are already in flight , the smart energy deployment , in pilot phase , tracks energy use and savings in areas where our policies have been introduced . currently , 1977 devices are being tracked for energy consumption in our tokyo campus , including :
cisco replaced approximately 295 lcd monitors in its tokyo site with lcds using poe technology . passing electrical power along with data over ethernet cabling allows us to monitor power consumption and control systems through policy . in the late evening , for example , ports can be set to automatically shut off rather than going into standby mode , which saves approximately us $ 1800 annually in energy costs . the realized annual energy savings from using these policies are approximately 64 , 000kwh or us $ 24 , 000 .
“our story is about interconnectivity , ” says deanhardt . “it’s about the network . being a network - driven company , more devices are going to be connected to the network and powered by the network . part of our advantage is that we’re unifying the management of all connected devices into one interface . ”
at a high level , smart energy horizontally integrates into all our architectures , from data centers to unified communications , all of which are powered by electricity ( see figure 1 ) . by examining the hardware involved in switching the routers , access points to telephone and telepresence systems , we can track how much energy these systems are consuming . changing the way those systems are powered through power schedules helps to reduce overhead costs .
energy is one of the largest unmanaged expenses in any organization ( see figure 2 ) . organizations worldwide are quickly discovering the power of enterprise energy management systems for gaining detailed visibility and control , the vast majority of which is composed of it equipment . the implementation of smart energy management enables better business decisions and lower operational expenses .
from a cost perspective , our data center operation teams have installed intelligent power strips to monitor all power consumption , and enable better management and logistics .
“we use these power strips for reporting and governance . they offer us increased efficiency and data center resiliency . the monitors allow us to manage the data center’s electrical load more effectively , ” says deanhardt .
“smart energy is one of the first uses that comes to people’s mind when they think about the internet of everything , which has led to a lot of innovation in that space , ” says deanhardt . “we will continue to build on our smart energy initiatives to both reduce our carbon footprint and reallocate savings to other areas of the company . ”
to read additional cisco it case studies about a variety of business solutions , visit cisco on cisco : inside cisco it .
to view cisco it webinars and events about related topics , visit cisco on cisco webinars & events .
this publication describes how cisco has benefited from the deployment of its own products . many factors may have contributed to the results and benefits described . cisco does not guarantee comparable results elsewhere .
cisco provides this publication as is without warranty of any kind , either express or implied , including the implied warranties of merchantability or fitness for a particular purpose .
some jurisdictions do not allow disclaimer of express or implied warranties ; therefore , this disclaimer may not apply to you .
the u . s . epa has not updated national statistics about how much power data centers are using in the country , in years . however , in 2007 the agency estimated that in a year , the nation’s servers and data centers consumed about 61 billion kilowatt - hours ( kwh ) or 1 . 5 percent of total u . s . electricity , costing around $ 4 . 5 billion for electricity alone . the epa at that time , predicted national energy consumption by servers and data centers would double by 2011 to more than 100 billion kwh , representing a $ 7 . 4 billion annual electricity cost .
a recent survey by the uptime institute found 36 percent of data center operators and owners believe they’ll run out of space to add the power and cooling systems they need in their facilities by the end of 2012 .
it’s not really a surprise that it infrastructure is pushed to the limit , and energy consumption by data centers is on the rise , now . in general , businesses are relying more heavily on it for operations , telecommuting and the like , and consumers’ appetite for features that require greater bandwidth and storage capacity — like mobile video , real - time data access and personal data storage in the cloud— is on the rise .
“…measur [ es ] dynamic energy consumption and utilization of any device attached to the network , and supports devices such as physical and virtual servers , core routers and switches , storage , power distribution units ( pdus ) and others . ”
it was 2006 , and tom noonan had it all . internet security systems ( iss ) , the company he co - founded and led as ceo , was pulling in $ 400 million in annual revenue and on the verge of being acquired by ibm for a whopping $ 1 . 3 billion .
but instead of reveling in it vendor glory , if there is such a thing , noonan was reminiscing about the early 1990s when fellow iss co - founder christopher klaus lived above noonan ' s garage in atlanta , and the two started building what would become one of the biggest organizations in tech security .
all the damn sarbanes - oxley meetings and discussions with lawyers and cfos ,
noonan says now , when looking back at iss ' s final days .
it wasn ' t nearly as fun . it was much bigger . we were much more famous . we were much richer . but it wasn ' t as much fun . i mean right now , this is where the fun is .
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until about 20 months ago , noonan was a senior executive at big blue , helping integrate iss into the mammoth , 350 , 000 employee - strong ibm . it wasn ' t for him .
we sold iss to ibm . i had integrated the company and [ completed ] my commitment to ibm ,
noonan says .
it ' s a different experience . it ' s not stifling for them because all that protocol is the way they operate a company of 350 , 000 people and i completely understand it , but it ' s not a game i wanted to play . at 45 years old i did not want to start a career at ibm .
since leaving ibm , noonan has started a venture firm called tech operators that is investing in 27 companies , and helped start endgame systems , which makes software vulnerability analysis tools and other security technology .
they were working on a security problem for a large smart meter company in europe ,
noonan explains .
the more they looked at data , the more they realized that the power consumption of an unoccupied , unproductive building is about exactly the same as a productive , occupied building . the thought changed from security to power management . clearly , something inside these buildings was consuming huge amounts of power and it didn ' t take a rocket scientists to figure out it was the it infrastructure .
at siemens ,
when the employee badges in in the morning , everything associated with that employee is turned on , their lights , their pc , their monitor , their printer , their wireless access points in their area ,
noonan says .
when they badge out it ' s all turned off . and if they don ' t come back for a month it won ' t turn on for a month .
they ' re very interested in it because not only do they have data centers but they ' ve got literally hundreds of thousands of ip - connected devices operating across their office networks ,
noonan says .
we ' re trying to structure the pricing model so that it ' s almost a no - brainer , meaning every day you don ' t use this you ' re spending more money than you need to ,
noonan says .
although noonan ' s focus today is green it , he ' s keeping close tabs on the tech industry as a whole . he says healthcare technology is another market primed for growth . and security , where noonan had his biggest success , still has room for new innovation , particularly when it comes to improving the safety of cloud computing and virtualization , he says .
noonan seemed excited to be back at interop , the network technology conference where he delivered keynote addresses in 2005 , 2006 , and 2007 . now he ' s hawking his product on the show floor in what interop calls
startup city .
noonan talked of
staying up all night , talking and drinking ,
but he says he won ' t actually place any bets .
i ' m not much of a gambler . i do all of my gambling in technology ,
noonan says .
as many times as i ' ve been to vegas i ' ve never gambled once . i am the classic reason why vegas hates to host technology people .
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in addition to the ability to identify an organization ' s most energy - intensive devices , jem 2 . 5 includes a new dashboard with real - time and baseline charts that allows users to look at carbon and monetary savings by location or region . jem 2 . 5 also supports a range of it infrastructure devices , including cisco energywise api , intel data center manager and node manager , vmware vcenter , mac power management and winrm .
other success stories include an atlanta - based financial services firm that used jem to make the business case for upgrading its pc fleet . the company had wanted to upgrade pcs for three years but the effort stalled during the economic recession . jem , however , allowed the company to use its energy simulation tool to forecast the amount of energy and money it would save by replacing some 10 , 000 pcs , which each consumed 250 watts of power , with new machines that pulled in 45 watts . the information was used to calculate the project ' s roi for the capital request .
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one particularly cool feature : you can calculate roi of replacing old equipment equipment with newer , more efficient equipment .
“good ideas don’t come from restless minds . instead , it’s essential to have a relaxed and peaceful mind , so that you have room for ideation . when i have an idea , i write it down then i envision ‘how it works . ’ from there , i run it by a few people i trust and see if they can grasp it . and i always run my ideas by a young person – they have valuable insight ! ” – star cuningham
cunningham is the founder of 4d healthware . 4d healthware , located in the chicago - based startup accelerator 1871 , is patient engagement software that makes personalized medicine possible through connected data . prior to 4d healthware , cunningham was an ibm tiger team leader , leading massively complex multi - million dollar projects around the world . star received her mba from northwestern university’s kellogg school of management in 2001 , and an undergraduate degree in computer science , business administration and economics from heidelberg college .
“i have long suffered from chronic conditions that require close monitoring of medications , lifestyle factors and exercise habits . so , dealing with this first - hand , i realized the immense challenges that healthcare faced . following my last position with ibm , i wanted to transition from technology into the healthcare sector . i interviewed for numerous positions , but wasn’t hired because i didn’t have the typical healthcare background . i don’t see healthcare as a healthcare problem , i see it as a data problem . ”
mark cooper is co - founder of offerpop , the most widely used social marketing platform .
mark has helped launch an array of online , mobile and media businesses , including the first tv product placement ratings service ( nielsen iag ) and the wireless industry’s first mobile virtual network operator ( espn mobile ) . he began his career building brand campaigns for leading consumer marketers in the us and asia / pacific , including nike , general mills and apple . he holds a bachelors of arts from brown university . mark is a regular contributor to american express open forum , wired , & social media today .
“my co - founders and i have been forming tech businesses since the late 1990s , so we’ve seen a lot of trends come and go . when social media started exploding , we saw that it was more than a trend ; it was a disruption . so we launched offerpop in mid 2010 to help brands keep pace with these shifts . we introduced super easy - to - use apps for facebook and twitter that helped brands build an active social audience .
in january 2011 , audi used us to launch the first twitter campaign ever promoted during the super bowl . since then , we’ve evolved our platform to include 20 campaign apps , full mobile support , and powerful features that leverage social data . these days , our customers run around 4 , 000 to 5 , 000 campaigns on our platform every week . ”
david c . drummond is google ' s senior vice president of corporate development and chief legal officer since january 2006 . in this role , drummond works with the management team to evaluate and drive new strategic business opportunities , including strategic alliances and mergers and acquisitions . he also serves as google ' s general counsel .
previously , he had served as vice president of corporate development and general counsel since february 2002 . drummond owns just over one million shares and options of google stock with a value in the area of $ 500 .
mr . drummond was first introduced to google in 1998 as a partner in the corporate transactions group at wilson , sonsini , goodrich and rosati , one of the nation ' s leading law firms representing technology businesses . mr . drummond served as google ' s first outside counsel , and worked with larry page and sergey brin to incorporate the company and secure its initial rounds of financing .
during his tenure at wilson sonsini , he worked with a wide variety of technology companies , advising them on all aspects of their business and financial activities and helping them manage complex transactions such as mergers , acquisitions and initial public offerings .
immediately prior to joining google , mr . drummond served as executive vice president finance and chief financial officer for smartforce , where he helped transform the publicly traded company into the world ' s largest e - learning company .
growing up , mr . drummond would spend his afternoons helping his mom shelve and organize the books at their independent bookstore .
mr . drummond earned his bachelor of arts degree in history from santa clara university and his j . d . from stanford law school .
“i was a partner in a big law firm in palo alto , sort of the heart of silicon valley , and i got a call one day in the summer of 1998 from an old client of the firm , and it said there are a couple of computer science students at stanford , graduate students who have built some search engine , and they ' re looking for a lawyer . you should meet with them . and that turned out to be larry page and sergey brin , and so i met with them , and we sort of hit it off . ”
“and so i set up the company for them back in september of 1998 . so the document that creates google actually has my signature on it , which has caused our chairman of our board , when he introduces me places , he often calls me the real founder of google . ”
pharrell williams has become a leading force in popular music as a performer , songwriter and producer . he first got into music at a young age .
as a kid , my aunt and i used to sit in front of the stereo and just play records ,
williams explained to cosmogirl magazine . one of the first albums he bought was by hip - hop group a tribe called quest .
the eldest of three sons , williams started out by tapping rhythms on school desks . he attended princess anne high school where he felt somewhat out of place . as he told the london evening standard ,
i lived in normalville usa and i didn ' t look like the average kid .
williams eventually teamed up with friend chad hugo . the pair started performing together and later became the acclaimed producing duo the neptunes . another one of williams ' early breaks came thanks to producer teddy riley , who asked him to contribute to
rump shaker
by wreckx - n - effect in the early 1990s .
as the neptunes , williams and hugo first broke through as a producing duo for such rap artists as ol ' dirty bastard and jay - z . they then branched out into pop music , working with the likes of britney spears and usher . williams also started performing , making guest vocal appearances on such songs as
excuse me miss
by jay - z . in 2003 , williams made his first solo effort with the song
frontin ' .
williams and hugo also picked up their first grammy awards—for their work on justin timberlake ' s 2002 justified album and for producer of the year , non - classical .
with hugo and shae haley , williams found success with the rap - rock act n . e . r . d . ( which stands for nothing ever really dies ) . the group put out several well - received albums , including seeing sounds ( 2008 ) . williams also released his first solo album , 2006 ' s in my mind , and branched out into film in 2010 by creating the score for the animated hit despicable me .
in 2013 , williams was instrumental in making two mega - hits : robin thicke ' s
blurred lines
and daft punk ' s
get lucky .
( he co - wrote and sang on both of those tracks . ) the following year , he earned individual grammys for record of the year with
get lucky
and album of the year for contributing to daft punk ' s random access memories . williams also won for best pop duo / group performance and again for producer of the year , non - classical .
also in 2013 , williams reached the top of the charts with a solo effort—
happy
from the despicable me 2 soundtrack , with the track staying at no . 1 for weeks and setting a billboard record as a crossover chart phenomenon .
happy
also earned williams his first academy award nomination , with the singer / producer performing the song live on the oscar telecast and serenading actress nominees amy adams , lupita n ' yongo and meryl streep in the audience . that same year , he released his second solo album , g i r l . and early 2015 saw more accolades for
happy ,
with a visibly surprised williams earning a grammy for best pop solo performance for a live version of the song , along with best music video . g i r l also won for best urban contemporary album .
besides music , williams is also passionate about design . he co - founded two fashion labels—billionaire boys club and ice cream—with tomoaki
nigo
nagao . working with marc jacobs , williams has also designed a line of sunglasses . and he joined forces with the adidas brand in 2014 . the clothing made with adidas will feature fabrics from bionic yarn , a textile company owned by williams .
in addition to fashion , williams has sought out different types of media projects . he signed on to act as creative director for karmaloop tv in 2011 , also investing in this effort to produce programming for young fashion - forward and tech - oriented viewers across different platforms , including the web .
in september 2014 , williams joined adam levine , blake shelton and fellow rookie coach gwen stefani ( whom he worked with on no . 1 hit
hollaback girl
) on the singing competition tv series the voice . he continued as a coach on the show during winter and spring the following year . then in early october 2015 , williams released a children ' s picture book , happy , inspired by his award - winning song . the title hit the new york times best sellers list .
natalie maria cole was born on february 6 , 1950 , to vocal legend nat king cole and jazz singer maria cole in los angeles , california . growing up with talented and renowned parents , cole was raised in an environment that nurtured her natural musical ability . at the age of 6 , she recorded
i ' m good will , your christmas spirit
with her father , and by age 11 , the young songstress had begun performing in the community .
natalie cole ' s world suddenly changed when she was 15 years old : in february 1965 , her father died of cancer . the tragedy put a strain on cole ' s relationship with her mother . later that same year , her mother moved the family to massachusetts , where natalie attended northfield mount hermon high school .
although a career in music would be an obvious choice for cole , she set her sights on something different : following high school , she enrolled at the university of massachusetts amherst , where she majored in child psychology . she briefly transferred to the university of southern california , where she pledged the upsilon chapter of the delta sigma theta sorority . her time at usc was short - lived , however , as she soon transferred back to the university of massachusetts amherst , where she earned a bachelor ' s degree in 1972 .