Exchange traded managed portfolios are growing in the separate accounts space as financial advisors partner with ETF strategists to create customized asset allocation tools and optimize their advisory firms.
ETF managed portfolios are investment strategies that hold more than 50% of assets invested in ETFs and represent one of the fastest growing segments in the separate accounts space. As more investors and advisors adopt ETFs, there is a greater need for assistance in maximizing the potential benefits of the relatively new investment vehicle, compared to traditional asset allocations.
In order to help shed light on the new crop of ETF strategists and the best practices for incorporating ETF managed portfolios into an advisory businesses, ETF Trends and RIA Database are hosting the first ETF Strategist Virtual Summit, a virtual conference experience that advisors can experience at the comfort of their own home or office, on Tuesday, November 18. [How ETF Strategists Can Help Your Advisory Business]
For instance, on the upcoming ETF Strategist Virtual Summit, Leo Pusateri, President and CEO of Pusateri Consulting and Training, and Sue Thompson, Managing Director and Head of Registered Investment Advisor Group at BlackRock, will touch upon potential market headwinds ahead and outline new opportunities to enhance an advisory business.
As more financial advisors seek out ways to gain an edge in the evolving investment landscape, ETF managed portfolios have been quickly garnering assets. According to Morningstar, there were 667 such strategies from 145 firms with $102 billion in assets under management as of June 2014, with existing managers still expanding on their current product offerings. Like the ETF business at large, the manage portfolios landscape is dominated by three players – F-Squared Investments, Good Harbor Financial and Charles Schwab’s (NYSE: SCHW) Windhaven Investment Management.