By partnering with an ETF strategist, advisors are able to enhance their practices. ETF strategists help advisors develop tactical and strategic asset allocations for short- or long-term portfolios. Additionally, since the ETF strategists monitor the portfolios, advisors are freed up to allocate more time toward client relationships and expanding their businesses.
Moreover, these ETF managed portfolios provide a more “personal performance” that more closely caters to a client’s needs. Specifically, State Street has found that investors are looking for value across four key components, including alpha seeking or beta generation, downside protection, liability management and income management.
“Many leading advisors are shifting away from the concept of relative performance against a benchmark and embracing strategies aimed at helping clients ahciev highly personal and specific goals,” according to the research note. “This ‘personal performance’ focus is in stark contrast to the approach taken by most active mutual fund managers, who are concerned with relative performance against a benchmark.”
Financial advisors who are interested in learning more about ETF managed portfolios and ETF strategists can register for the Wednesday, September 24 webcast here.