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Q4 2013 ETF Managed Portfolio Landscape Report

Mon, 3 Mar 2014

Strong advisor demand for these strategies continues.

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  1. More Fund Investors Pick Passive Products

    ETF and open - end asset flows combined show a strong preference for bonds , emerging markets, and passive funds, while active U.S. stock fund managers and money market funds have suffered the brunt of outflows.

  2. Bond Investing in a Teeter-Totter Economy

    Following a first quarter that saw riskier assets outperform, and a second quarter marked by a flight to Treasuries, investors would do well to review the suitability of their current portfolio allocations, says Morningstar's director of fixed-income research.

  3. Bond Fund Flows Show Signs of Slowing Down

    As economic concerns weighed, taxable- bond funds were the strongest asset gainers in May, but their inflows were only about half what they were the prior month, says Morningstar's Kevin McDevitt.

  4. What Would Reform Mean for Your Money Market Fund ?

    Morningstar's Christine Benz and Miriam Sjoblom debrief investors on the floating NAV, capital buffer, and redemption restriction proposals for money market funds .

  5. Out of Equities and Into the Fire?

    Although investors may remain broadly skeptical of equity markets, asset flow data suggest they could be taking more risk than expected in other asset classes.

  6. Where to Find Yield Without Losing Your Shirt

    Amid fears of long-term global systemic risk, investors are seeking to park cash in conservative vehicles that offer wealth preservation, income generation, and limited NAV volatility, says Fidelity's Bob Brown.

  7. What's the Purpose of Your Fixed-Income Holdings?

    Financial specialist and author Bill Bernstein says bonds should be a riskless ballast for a portfolio and offers three types of assets for investors looking for safety.

  8. Some Assets a Better Fit for ETFs Than Others

    ETFs can be great vehicles for accessing core, liquid areas of the market, but they have more issues in MLPs and illiquid underlying assets, like high - yield bonds .

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