Barclays Global Investors has unveiled its “ETF Managed Solutions Guide” designed for financial advisors in identifying third-party managers (TPMs) who offer model ETF portfolios. The book, to be published quarterly by BGI’s iShares ETF Business, provides information about managers that have a significant ETF allocation within their model portfolios.
The “ETF Managed Solutions Guide” includes over 30 third-party managers, and iShares expects to add more TPMs in each edition as more managers build these innovative portfolios. The guide provides information on each firm’s investment philosophy, portfolio management team, portfolio objective, performance history, top holdings, and asset class and sector weights.
“More and more firms are building and actively managing ETF portfolios to help control risks and costs and to meet clients’ investment goals,” says Thompson. “The new ‘ETF Managed Solutions Guide’ helps financial advisors use ETFs and deliver ETFs’ benefits of transparency, flexibility and tax efficiency to their clients.”