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Q1 2014 ETF Managed Portfolios Landscape

Growth continues at a steady pace.

Ling-Wei Hew, 06/09/2014

Assets in ETF managed portfolios tracked by Morningstar grew by 8% in the first quarter of 2014, as detailed in the updated Morningstar ETF Managed Portfolios Landscape Report. Morningstar currently tracks 660 strategies from 151 firms with with total assets of $103 billion through March 2014.

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 a reminder, updated information on all strategies can be found on both the ETF Managed Portfolio Center and in Morningstar’s research platforms (Direct, Office, and Workstation). In-depth research and analytics are available through these 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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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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