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Products March 9, 2009
iShares To Publish ETF Guide for Advisers
Barclays Global Investors (BGI) introduced a resource for financial advisers to identify 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, a release said. The “ETF Managed Solutions Guide” includes more than 30 third-party managers, and iShares expects to add more TPMs in each edition as more managers build these portfolios.
The guide provides information about 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 release. “The new ‘ETF Managed Solutions Guide’ helps financial advisers use ETFs and deliver ETFs’ benefits of transparency, flexibility, and tax efficiency to their clients.”