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iShares publishes ETF managed solutions guide online


Barclays Global Investors is publishing the next quarterly edition of its ETF Managed Solutions Guide online.

The publication helps financial advisers identify third-party managers who offer model portfolios that have a significant ETF allocation.

In conjunction with the launch of the latest edition, iShares is sponsoring the first ETF Managed Solutions Conference on 10 October 2009 at the Anaheim Convention Center, as a pre-conference to FPA Anaheim 2009.

"The first edition of the ETF Managed Solutions Guide released in March was the answer for many financial advisers. We’re pleased to quickly expand the guide and publish it online, making it an even more essential tool for financial advisers who are helping their clients navigate these turbulent markets," says Sue Thompson, managing director, head of iShares registered investment adviser business at BGI. "For those advisers whose key value proposition is manager selection, this resource has proven a valuable addition to their practice. It has opened up a new world of asset managers, who are adding alpha through the use of beta products, and the guide gives advisers a way to jump start their due diligence process."

The new edition of the ETF Managed Solutions Guide includes 60 third-party managers and iShares expects to add more TPMs in each quarterly edition as more managers build portfolios. The guide provides information on each firm’s philosophy, portfolio management team, portfolio objective, performance history, top holdings, and asset class and sector weights. The online edition also provides search capabilities via location and performance data. Hard and soft copy editions will continue to be published.

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