Q3 2014 ETF Managed Portfolios Landscape Report Summary
Posted on: 11/25/2014
Morningstar released an updated ETF Managed Portfolios Landscape Report for Third Quarter 2014 this month. The iSectors Domestic Equity Allocation is the 13th best performer for past three-years period — out of 600+ strategies.
Assets in ETF managed portfolios plummeted 11.5% in the third quarter. Much of the decline in total assets was in the US Tactical Core strategy category. It is clear that many of those assets did not go into other ETF strategies. Also note that at the end of the third quarter 2014, strategies in Morningstar’s database had collective assets under management (AUM) or assets under advisement (AUA) of $96 billion–on par with their end of 2013 level.
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