Financial advisors seeking to expand their businesses can look to multi-asset strategies and exchange traded fund managed portfolios.
On the upcoming webcast, Why Popularity of Multi-Asset ETF Portfolios are Booming, Daniel Gamba, Head of iShares Americas Institutional Business at BlackRock, John Hyland, Head of ETF Investment Strategists at BlackRock, Robert Smith, President & Chief Investment Officer of Sage Advisory, and David Haviland, Managing Partner & Portfolio Manager at Beaumont Capital Management, will go over the growth in the separate accounts space, the rising demand for multi-asset investment solutions and the benefits of utilizing ETF managed portfolios.
BlackRock previously interviewed multi-asset managers at more than 40 asset management firms, and found that ETF managed portfolios and multi-asset strategies make up a much larger, and faster growing part of the asset management industry than previously believed.
ETF managed portfolios held about $350 billion in assets globally, including $60 billion in separately managed accounts of retail model portfolios, and $290 billion in variable insurance trusts, mutual funds, collective trust funds, institutional separate accounts and UCITS.[related_stories]
ETF managed portfolios are a quickly growing part of the separate accounts space. Fueling demand for ETF managed portfolios, clients are actively asking multi-asset managers to increase ETF allocations in their portfolios. Managers are also expanding their investment base with ETFs to meet specific goals. More active managers are also adopting ETFs due to the many benefits of the investment vehicle, such as low fees, deep liquidity, tax efficiency and as replacements for futures and to access broad asset classes.