MMI Research Brief: The Continued Evolution of ETFs: A Closer Look at Advisor Behavior and Use of ETFs

We are pleased to present a special MMI research brief The Continued Evolution of ETFs: A Closer Look at Advisor Behavior. The new report, authored by Rick Ledbury and Robert Howe of the MMI research team, explores the current use of ETFs by financial advisors, how ETFs are being incorporated into client portfolios, and the likely future evolution of ETFs within the managed solutions space.

The paper, which is based on data representing roughly one-sixth of the managed solutions industry’s $3 trillion in assets and covers the 11 months ending May 2013, provides a window into advisor behavior and trends at the wirehouse level by program type, asset class, and investment style. Select MMI member firms also contributed qualitatively to the development of the paper. 

Click here to download the report. (members only)