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Q4 2013 ETF Managed Portfolio Landscape Report

Strong advisor demand for these strategies continues.

Andrew Gogerty, 03/03/2014

Assets in ETF managed portfolios tracked by Morningstar grew by 40% in 2013, as detailed in the updated Morningstar ETF Managed Portfolios Landscape Report. Morningstar currently tracks 648 strategies from 153 firms with collective assets of $96 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 detailed in the report, global all-asset strategies command 30% 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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