RIA Trend Report: Strategic Role of ETFs

RIA Trend Report: Strategic Role of ETFs

Best Practices of Top RIAs

While overall ETF usage among RIAs is up year-over-year across all firm categories, there are notable differences in the way each group utilizes them to accomplish investment objectives for clients. For instance, the top firms are more likely to use ETFs for directional market plays and country/region exposure. The only role in which the other firms report greater usage is as satellite positions. These observations indicate greater comfort among the top firms in using ETFs to achieve more specific tactical objectives for client portfolios.

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Next Part 7 of 11: Expected Change in Usage of ETFs

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