We sat down with Ted Lucas, Managing Partner of Lattice Strategies, a San Francisco based ETF issuer to discuss how they are confronting the realities of lower yields from traditionally profitable investments.
Ted paints a realistic picture of the landscape today: increased volatility, diminishing yields, and uncertainty. But things aren’t all bad, savvy money managers are utilizing innovative ETFs to capture more returns. He also takes a stab at what 2016 will hold for investors.
Mr. Lucas founded Lattice Strategies and leads the firm’s overall business as Managing Partner and Chairman of the Management Committee. He also chairs the firm’s Investment Committee, where he provides leadership and hands-on guidance to Lattice’s investment and research team. Prior to founding Lattice Strategies, Mr. Lucas served as Managing Director of MCP Chess Group LLC, an investment group based in San Francisco and served on the Board of Directors of Chess Venture Partners, a private investment firm focused on financial services and financial technology companies. He was formerly a Director of Mint Investment Management LLC, an affiliate of Man Group PLC specializing in multi-asset class strategies in the equity, fixed-income, currency, and commodity markets. Previously, Mr. Lucas was Head of U.S. Strategy for Barclays Capital. Mr. Lucas holds a BA from Gordon College and has been in the investment management industry since 1991.