ETF Trends: Actively Managed Funds Gaining Ground

Buttell, Amy E.
June 2011
Journal of Financial Planning;Jun2011, Vol. 24 Issue 6, p32
Academic Journal
The article focuses on the growth of the actively managed exchange-traded fund (ETF) in the U.S. Russell Wild, financial adviser and author of "Exchange-Traded Funds for Dummies," states that because of the ETFs transparency, tax efficiency, and low costs, it has experienced growth. The author states that a recent survey of the Financial Planning Association (FPA) members on their use of investment products shows that 77 percent use ETFs in client portfolios. Tom Lyndon, president of Global Trends Investments, states that the growth of the actively managed ETFs can bring actively managed funds back into favor with some adviser and their clients. Robert Goldsborough, ETF analyst with Morningstar, states that some fund advisers are interested in converting a fund to an actively managed ETFs.


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