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Assets Continue to Flood Into ETF Managed Portfolios

Global all-asset and U.S. equity strategies continue to hold favor among advisors.

Andrew Gogerty, 09/11/2012

ETF managed portfolios have grown by about a third in the first half of 2012, according to the updated Morningstar ETF Managed Portfolios Landscape Report issued today. The report, first issued in January 2012, is a comprehensive review of strategies that primarily use exchange-traded funds and report strategy information to Morningstar’s separate account database. ETF managed portfolio strategies have more than 50% of portfolio assets invested in exchanged-traded funds and represent one of the fastest-growing areas of the managed-account space.

Morningstar currently tracks nearly 490 strategies from 120 firms with assets of $50 billion as of June 2012. Assets in these strategies have grown 30% in 2012’s first six months and 48% since September 2011. The number of strategies reporting results to Morningstar has increased significantly from the 370 strategies offered by 95 firms that we highlighted in the January report. We believe that this is indicative of an uptick in demand for access to and distribution of information on the strategies coming from both firms managing these portfolios and the institutional decision-makers responsible for conducting due diligence on them.

As detailed in the full report, global strategies collectively held 61% of assets. Within that group, all-asset strategies continued to command the lion’s share of assets at 35%. The data also suggest there’s a renewed interest in U.S. equities. Tactical strategies are likely jumping on a rebound in the U.S. stock market. Through June, equity strategies held $20.6 billion, or 42% of the entire ETF managed portfolio universe, with U.S. equity strategies holding a majority–$12.5 billion–of those assets. And while equity strategies as a whole have grown, the majority of that growth was driven by U.S. equity offerings, which held just $7.6 billion in September 2011.

Click here for access to the full landscape report.

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Andrew Gogerty is the ETF managed portfolio strategist at Morningstar.

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