Some of the ETF landscape’s sharpest minds will be on hand to help sort out the complexities, theories, and opportunities surrounding ETFs.
If you’re at the Conference catch Steve on a panel discussion. Steve joins Robert Smith, from Sage Advisory, and Morningstar moderator David Sekera on Friday, Sept. 19, 9:40 a.m. – 10:30 a.m. for Breakout Session 5, Managed Portfolios. Facing the Fed-induced Headwinds.
Follow the Conference on Twitter: #MStarETFUS.
Morningstar has a new coverage area called ETF Managed Portfolios (660 strategies from 151 firms). Morningstar coverage includes CMG Opportunistic All Asset ETF Strategy: and CMG Tactical Rotation Strategy
Advisor demand for ETF managed portfolios continues to grow at a steady rate. At 8%, growth in the first quarter of 2014 equaled the average quarterly growth rate seen in 2013. Through March, strategies in Morningstar’s database collectively held $103 billion, representing a 40% increase versus March 2013.
CMG has app. $600 million AUM for advisors, institutions and investors in tactically managed funds and strategies (More on tactical investing: https://www.linkedin.com/company/tactical-investing).