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Portfolio Information for Advisors

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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.”

In related news, Barclays the banking parent of Barclays Global Investors has decided to put its iShares ETF unit on the selling block. The U.K.-based company is feeling the financial pinch from its mounting losses in mortgage investments. To raise money, Barclays will have to sell profitable parts of its business or be at the mercy of the British government.

The list of rumored suitors includes a consortium of private equity groups like Hellman & Friedman, Bain Capital, and TPG. Also mentioned as possible suitors are discount broker Charles Schwab and mutual fund giant Fidelity Investments. The iShares could fetch between $4 billion and $6 billion.

At the end of February, BGI managed $213.60 billion in its U.S.-listed iShares ETFs.


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