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BGI publishes guide to managers that offer ETF portfolios

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Barclays Global Investors has published the ETF Managed Solutions Guide, which aims to provide a resource for financial advisers in identifying third-party managers that offer model ETF

Barclays Global Investors has published the ETF Managed Solutions Guide, which aims to provide a resource for financial advisers in identifying third-party managers that offer model ETF portfolios.

The publication, which is to be updated quarterly by BGI’s iShares ETF Business, provides information about managers that have a significant ETF allocation within their model portfolios.

"The role of the financial adviser is more important than ever. There’s a great need for closer communication with clients to help them navigate these turbulent markets," says Susan Thompson, managing director for iShares ETF business at BGI.

"Some advisers would prefer to spend more time with clients and utilise others’ ETF portfolios, but learning who had those model portfolios was difficult. We decided that one way we could help financial advisers was to gather this information for them."

The ETF Managed Solutions Guide includes more than 30 third-party managers, and iShares expects to add to their number in each edition as more managers build these innovative portfolios. The guide provides information on each firm’s investment philosophy, portfolio management team, portfolio objective, performance history, top holdings, and asset class and sector weights.

"More and more firms are building and actively managing ETF portfolios to help control risks and costs and to meet clients’ investment goals," Thompson says. "The ETF Managed Solutions Guide helps financial advisers use ETFs and deliver ETFs’ benefits of transparency, flexibility and tax efficiency to their clients."

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