iShares has just published the latest edition of its quarterly ETF Managed Solutions Guide for financial advisors to help them identify third-party managers (TPMs) who offer model ETF portfolios. The new volume includes more than 70 third-party managers. iShares expects to add more TPMs in each quarterly edition, which suggests the growing use of ETFs in the core of the portfolio, according to a spokeswoman for iShares.
The guide, which is available online, provides information on each firm’s philosophy, portfolio management team, portfolio objective, performance history, top holdings, and asset class and sector weights. The online edition provides search capabilities via such parameters as location and performance data.
Michael S. Fischer (email@example.com) is a New York-based financial writer and editor and a frequent contributor to Wealth Manager.