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SEI’s ETF research outlines manager challenges, opportunities in rapidly growing space


SEI has released a two-part research series examining the ETF landscape, designed to help managers understand the challenges and opportunities posed by this rapidly growing product.

The US exchange traded fund (ETF) market, consisting of over 800 ETFs and approximately USD600 billion in assets, has more than doubled since 2004, with experts predicting it will likely hit USD1 trillion over the next three years.

Recognizing the demand investment managers have for more in-depth information on these products, SEI’s research series outlines key features of ETFs, compares them to index mutual funds, and addresses current and future product usage. It also explores the latest ETF innovation – actively managed ETFs – in detail, while discussing the potential for converting mutual funds to ETFs.

"This series looks beyond the dramatic growth that has taken place in the ETF market to provide insights into where future growth may come from and the related operational issues and practical challenges faced by current and aspiring ETF sponsors," said Phil Masterson, Managing Director for SEI’s Investment Manager Services division. "Whether looking at the viability of converting a mutual fund to an ETF or examining the tax efficiency of an actively managed ETF, this series is designed to provide managers with perspective on the key issues the market is facing, or will face in the future, to help them make better informed decisions for their businesses."

The first brief, The Current ETF Landscape, provides an overview of ETFs including history, product classification, and features. It also outlines current and future ETF usage, pointing to the 401(k) market as an untapped growth area.

The second brief, Actively Managed Exchange Traded Funds, focuses on the most recent ETF product innovation, analyzing both the potential for these non-passive products, and the impediments to their widespread adoption.
The briefs are published by the SEI Knowledge Partnership, which provides ongoing business intelligence to SEI’s investment manager clients.

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