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Products March 9, 2009
Barclays iShares to Publish ETF Guide for Advisers
March 9, 2009 (PLANSPONSOR.com) - Barclays Global
Investors (BGI) introduced what it says is the industry's
first "ETF Managed Solutions Guide" - a resource
for financial advisers in identifying third-party managers
(TPMs) who offer model ETF portfolios.
Reported by Rebecca Moore
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 announcement said. 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 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,” said Susan Thompson, managing director, iShares ETF Business at BGI, in the announcement. “The new ‘ETF Managed Solutions Guide’ helps financial advisers use ETFs and deliver ETFs’ benefits of transparency, flexibility and tax efficiency to their clients.”
More information is at www.iShares.com .