Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Advisers Expect to Cut Back Their Clients' Mutual Fund Holdings Not Rated 4.0 Email Routing List Email & Route  Print Print
Thursday, July 23, 2009

Advisers Expect to Cut Back Their Clients' Mutual Fund Holdings

News summary by MFWire's editors

Another recent report looks favorably upon ETF asset growth and suggests that mutual fund representation in portfolios is set to slide. The WSJ reported Thursday that a Cogent Research report conducted in April suggested by way of a survey of 1,500 brokers and advisors that clients' projected holdings of mutual funds will decrease. Conversely, the projected allocation to ETFs is expected to rise. Advisors and brokers who responded to the survey expected to reduce client's holdings of mutual funds to an average of 27% in 2011, while noting that by 2011 and average of 14% of clients' portfolios will be allocated to ETFs. Current statistics for mutual fund/ETF allocation rest at an average of 30%/8%, according to the report.

The latest Cogent report follows in the footsteps of a report issued by the Cambridge-based research firm last May. The earlier report noted the concerns among investors regarding the mutual fund business-- namely, lack of transparency, excessive trading and lack of clearly articulated tax and risk policies (see the MFWire, 5/06/09). 

Edited by: Meredith Mazzilli


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

4.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use