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Q2 2014 ETF Managed Portfolios Landscape

New strategies but not new faces.

Ling-Wei Hew, 08/21/2014

Assets in the realm of ETF managed portfolios were flat relative to where they ended the first quarter. At the end of the second quarter, strategies in Morningstar’s database had collective assets under management (AUM) or assets under advisement (AUA) of $102 billion. But a flat top line figure belies some important moves just below the surface. 

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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