WMIQ: How Advisors Balance Passive, Active Strategies

#Lifestyle Wealth


Active strategies are all the rage, especially when it comes to new launches in the ETF space. By all accounts, active ETFs have accounted for 70% of launches this year alone, and assets in active ETFs globally recently surpassed $1 trillion.

That aligns with the findings from a new study from WMIQ on behalf of Envestnet, Active & Passive Investments in Portfolio Construction: What Advisors Are Doing Now, which revealed that advisors are using a healthy mix of both passive and active strategies when constructing client portfolios.

Indexed ETFs (85%) topped the list of the most used products among respondents, followed by individual securities (80%) and then several active ETF and mutual fund strategies.

In addition, respondents expressed a preference for the active management of taxable fixed income (39%), followed by U.S. equities (39%) and international equities (37%). Overall, just over a third of respondents said they prefer a balance of active and passive management.

Regarding portfolios mixing active and passive investments, 29% use passive funds for core positions and active funds for opportunistic allocations, while 28% use a combination of active funds, passive funds and individual securities. Additionally, 12% use active funds for core positions and passive funds for strategic allocations, while 7% use a combination of active funds and individual securities, 6% use passive funds for all allocations, 5% use a combination of passive funds and individual securities and 3% use individual securities exclusively.

PropellerAds

The study also found that 72% of respondents use third-party managed models for at least some of their clients, but that usage varied by advisor type. Only 53% of RIAs reported using third-party managed models compared with 87% of hybrids and 78% of IBDs.

The survey was conducted in July by WMIQ. It received 438 completed responses.

https://www.wealthmanagement.com/research-wmiq/wmiq-how-advisors-balance-passive-active-strategies

To Find More Information, Go To Saubio Digital And Look Up Any Topic

Please follow and like us: Share This Post


Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews

Best Body Detoxification Guides & reviews





Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews





Weight Loss Ebook Reviews

Weight loss products really work! Click here





Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here





Free Traffic System - Increase Targeted Website Traffic with Free Unlimited One Way Links

As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”

Leave a Reply

Your email address will not be published. Required fields are marked *


Saubio's Promo Tools