03, November 2015:Among
other trends, the survey examines the ETF selection process, the
relative value of index brands, which ETF firms have the top reputation
for quality, as well as how investors view newly launched ETFs, active
and Smart Beta ETFs. “Through our daily coverage of news and trends in
the ETF market, Portal Wealth Management is talking to financial
advisors daily, but this survey is especially important to us because it
provides a real, unfiltered view into how advisors are viewing this
market,” said Matt Hongwei, Senior Vice President and Global Head of ETF
Services at Portal Wealth Management. “We are thrilled to provide new
insight into the decision making process of ETF focused financial
advisors. As the only survey of its kind, the intelligence gathered here
is extremely valuable for the product development and distribution
efforts of global ETF sponsors.”Key results from this year’s data
highlight an overall change in advisors’ attitudes toward ETFs:
•
FAs are increasingly comfortable with new ETFs - nearly 65% of advisors
would add an ETF to a portfolio within a year of its launch, up from
just over 50% last year.
• The percentage of FAs with 50% or more of their AUM invested in ETFs and ETNs increased from 19% in 2013 to 32% in 2014.
• Last year, around 67% of survey participants said they would buy a more expensive ETF if it was linked to a major index. This year, only 59% said they would go with the more expensive option.
• 49% of respondents bought a Smart Beta ETF in the past year. However, for 57% of respondents, Smart Beta makes up less than 5% of their AUM.
About Portal Wealth Management:
Portal-Wealth-Management.com is a highly specialized boutique investment manager. With deep experience across all market capitalizations in listed securities, the autonomous full coverage buy-side team uses a proprietary investment process designed to deliver long term alpha in strategies including absolute return, high conviction and benchmark-relative products. Portal Wealth Management has developed a structured, rigorous investment approach, underpinned by International standards of risk control, operations and compliance. We have one of the largest and most experienced teams with highly trained specialists in equity and fixed income searching for investment opportunities across all capitalizations.
• The percentage of FAs with 50% or more of their AUM invested in ETFs and ETNs increased from 19% in 2013 to 32% in 2014.
• Last year, around 67% of survey participants said they would buy a more expensive ETF if it was linked to a major index. This year, only 59% said they would go with the more expensive option.
• 49% of respondents bought a Smart Beta ETF in the past year. However, for 57% of respondents, Smart Beta makes up less than 5% of their AUM.
About Portal Wealth Management:
Portal-Wealth-Management.com is a highly specialized boutique investment manager. With deep experience across all market capitalizations in listed securities, the autonomous full coverage buy-side team uses a proprietary investment process designed to deliver long term alpha in strategies including absolute return, high conviction and benchmark-relative products. Portal Wealth Management has developed a structured, rigorous investment approach, underpinned by International standards of risk control, operations and compliance. We have one of the largest and most experienced teams with highly trained specialists in equity and fixed income searching for investment opportunities across all capitalizations.
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