MutualFundWire.com: Advisors Really Do Like ETF Portfolios
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Wednesday, January 23, 2013

Advisors Really Do Like ETF Portfolios


Advisors like ETF portfolios, they really do like them.

According to the newly-updated ETF Managed Portfolios Landscape Report showed that assets in the 506 ETF portfolio strategies tracked by Morningstar grew 45 percent in the first nine months of 2012, to $57 billion. That’s a 61 percent increase from September, 2011.

An ETF managed portfolio is one that invests at least half its assets in ETFs. The 506 strategies tracked by Morningstar are managed by 120 firms.

According to the report, global all-asset strategies collectively held 35 percent of the assets. The data also showed a renewed interest domestically, as tactical U.S.-equity strategies pulled in a significant portion of new assets. Demand for U.S.-equity strategies, especially tactical offerings, pushed that subset up 61 percent to $14.2 billion. As a result of that momentum, equity strategies have overtaken all-asset strategies (42 percent, versus 35 percent, respectively) as the largest asset breadth category in the universe.

An overview of the report can be accessed here, while the full report can be found here.


Printed from: MFWire.com/story.asp?s=42789

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