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Portfolio > Portfolio Construction

Morningstar Adds Rankings

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Morningstar plans to launch rankings and research on ETF managed portfolios later this year. Morningstar made the announcement at its second annual ETF Invest Conference in Chicago.

“ETF managed portfolios are a burgeoning area. By expanding the research available for ETF managed portfolios, we aim to increase the awareness and transparency of this rapidly growing area of the industry,” said Andrew Gogerty, ETF managed portfolios strategist for Morningstar. “These strategies typically offer greater tactical flexibility than a traditional individual security separate account strategy, but no other firm is providing commentary, research, and education for advisors in this area.”

ETF managed portfolios are primarily separate account strategies that have more than 50 percent of a portfolio’s assets in ETFs. Of the more than 330 ETF managed portfolios with about $22 billion in assets currently tracked by Morningstar, approximately 30 percent were launched within the past three years and the number continues to increase.

Morningstar is also creating a new, proprietary classification system for ETF managed portfolios, which advisors can use to screen offerings based on the portfolio’s strategy attributes to make meaningful comparisons.

Morningstar plans to make the ETF managed portfolios rankings and research available through its advisor and institutional products, including Morningstar Advisor Workstation, Morningstar Office, and Morningstar Direct. Selected content from the ETF managed portfolios database will also be available on in early 2012.


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