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Q3 2014 ETF Managed Portfolios Landscape

Third Quarter Hiccup

Ling-Wei Hew, 11/19/2014

Assets in ETF managed portfolios plummeted 6% this quarter. At the end of the third quarter, strategies in Morningstar’s database had collective assets under management (AUM) or assets under advisement (AUA) of $96 billion--on par with their end of 2013 level.

The third quarter was a rough one for global equity markets. Given that U.S. Equity strategies continue to hold the lion’s share of assets, the landscape took quite a hit this quarter as six out of the nine Morningstar Style Box categories posted negative returns--with the exception of large caps. Additionally, Good Harbor’s U.S. Tactical Core, once the largest strategy in this universe, saw its assets decline 36.7% due to a combination of poor returns and outflows. 

Click here for full access to the report.

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Ling-Wei Hew is an analyst on the passive funds research team for Morningstar. In this role, she is responsible for researching and providing commentary on ETF managed portfolios.

Hew holds a bachelor’s degree in economics from Wellesley College. She also holds the Chartered Financial Analyst® designation. 

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