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Exclusive - Goldman Sachs in talks to acquire ETF provider IndexIQ: sources

Published 16/10/2014, 21:25
© Reuters A Goldman Sachs sign is seen over their kiosk on the floor of the New York Stock Exchange
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By Jessica Toonkel

(Reuters) - Goldman Sachs Group (N:GS) is in discussions to acquire IndexIQ, a Rye Brook, New York-based exchange-traded fund provider, according to three sources familiar with the situation.

The deal, if finalised, would enable Goldman to introduce passively managed and actively managed exchange traded funds within months.

A Goldman Sachs Asset Management spokeswoman declined to comment. A call and email to Adam Patti, the chief executive of IndexIQ, was not immediately returned.

The acquisition could be announced within the next few weeks, according to two of the sources. All of the sources wished to remain anonymous because they are not permitted to speak to the media. Two of the sources spoke on Thursday and one on Wednesday.

The valuation of the deal could not be determined.

In September, Goldman sought permission from the U.S. Securities and Exchange Commission to introduce a series of actively managed ETFs

However, if Goldman were to buy IndexIQ it would not need regulatory approval because IndexIQ already has it from regulators.

IndexIQ, which has $1.2 billion (746.04 million pounds) in ETF assets under management, offers a series of alternative investment strategies, and would fit well into Goldman Sachs Asset Management, which caters to high net worth investors, said David Nadig, chief investment officer of ETF research firm ETF.com.

The firm was the first to launch an ETF that replicates hedge fund strategies, Nadig said. The $870 million IQ Hedge Multi-Strategy Tracker ETF is the firm's biggest most popular product.

It appears that Goldman is preparing to be a strong player in the ETF space, Nadig said. In July the firm moved Michael Crinieri from the trading division to the investment division in order to launch a business that will sponsor ETFs and sell them to retail clients through third parties.

The deal for IndexIQ, if finalised, would mark the second time this month that a firm acquired an ETF provider to break into the $1.9 trillion U.S. exchange traded fund market.

On Monday, Janus Capital Group (N:JNS) announced that it is acquiring VS Holdings Inc, the parent of VelocityShares, allowing the Denver-based asset manager to enter the ETF sector and launch both actively and passively managed ETFs .

© Reuters. A Goldman Sachs sign is seen over their kiosk on the floor of the New York Stock Exchange

"Clearly we are in a bit of a consolidation mode and we are starting to see some of these younger firms that have been around for a short period of time but have had decent success get bought," Nadig said.

(Reporting by Jessica Toonkel; editing by Diane Craft and Matthew Lewis)

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