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Q2 2013 ETF Managed Portfolio Landscape Report

Market headwinds overshadow continued advisor demand.

Andrew Gogerty, 09/25/2013

ETF managed portfolios tracked by Morningstar grew by 18% in the first six months of 2013, as detailed in the updated Morningstar ETF Managed Portfolios Landscape Report. Morningstar currently tracks 645 strategies from 145 firms with collective assets of $80 billion. The continued strong asset growth in this space is indicative of the demand for ETF-based investment strategies both as stand-alone investment options and as complete portfolio solutions.

As summarized in the report, global all-asset strategies command a strong 36% of industry assets. That said, continued demand for U.S.-equity strategies, especially tactical offerings, has kept equity strategies as the largest asset breadth category in the universe. While the trend of the largest strategies garnering top asset flows continued, a second stable of smaller strategies continued to gain asset growth momentum as various platforms and other decision-makers look to diversify their product offerings and investment lineups.

As a reminder, updated information on all strategies can be found in both the ETF Managed Portfolio Center screener and in Morningstar’s research platforms (Direct, Office, and Workstation). More in-depth and custom research and analytic tools are available within the separate-account database in Morningstar’s research platforms and can be used to replicate all return, portfolio, and blended benchmark analysis.

 

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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