UBS' Justin Demko breaks down the components in his team's managed portfolios strategy and the advantages they can have for advisors.
JAForlines Global's John Forlines III discusses his firm's strategy, the correlations and emerging trends in global credit markets, and the impact of behavioral finance in ETF managed portfolios.
Replay now available!
Learn more about these managed account solutions, Morningstar's analytical framework around them, and our new ETF Managed Portfolios center.
Thanks largely to advisors, dynamic funds of funds are taking their turn in the spotlight.
The growth in ETF managed portfolios has created numerous choices and complementary strategies for advisors to better serve their clients, says RiverFront's Peter Quinn.
Sage's Rob Williams says such income strategies offer the benefits of investing outside the bond market altogether and into REITs, MLPs, and dividend-paying stocks.
Quantitative Advantage's Tom Fox is seeing a shift in advisor interest in alternative ETF portfolios as the asset class becomes more popular.
ETFs allow fixed-income investors to put money into markets that were previously inaccessible, but the abundance of funds can complicate the decision-making process, says Wela Strategies' Mitch Reiner.
After the tech crash and financial crisis, client demand for more tactical solutions increased, eventually leading to growth in tactical ETF managed portfolio strategies, says Good Harbor Financial's Neil Peplinski.