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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


Andrew Gogerty is the ETF managed portfolio strategist at Morningstar.

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