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Morningstar to research and rank ETF managed portfolios

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Morningstar, a leading provider of independent investment research, plans to launch rankings and research on exchange-traded fund (ETF) managed portfolios later this year. Morningstar made the announcement at its second annual ETF Invest Conference in Chicago.

ETF managed portfolios are primarily separate account strategies that have more than 50 percent of a portfolio’s assets in ETFs. Of the more than 330 ETF managed portfolios with about USD22 billion in assets currently tracked by Morningstar, approximately 30 per cent were launched within the past three years and the number continues to increase.

"ETF managed portfolios are a burgeoning area. By expanding the research available for ETF managed portfolios, we aim to increase the awareness and transparency of this rapidly growing area of the industry," says Andrew Gogerty (pictured), ETF managed portfolios strategist for Morningstar. "These strategies typically offer greater tactical flexibility than a traditional individual security separate account strategy, but no other firm is providing commentary, research, and education for advisors in this area. Our goal is to develop a suite of analytics and commentary that will help advisors and other investors who are sifting through these investment options."

Morningstar is also creating a new, proprietary classification system for ETF managed portfolios, which advisors can use to screen offerings based on the portfolio’s strategy attributes to make meaningful comparisons.

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