first ETF Managed Solutions Guide’s next quarterly edition will be published online. It is a valuable resource for financial advisors in identifying third-party managers (TPMs) who offer model portfolios that have a significant ETF allocation. Qualified financial professionals can obtain access to the Guide by calling 1-800-iShares or by calling their local iShares Business Development partners. In conjunction with the launch of the latest edition, iShares is sponsoring the first ETF Managed Solutions Conference on October 10, 2009, at the Anaheim Convention Center, as a pre-conference to FPA Anaheim 2009.
“The first edition of the ETF Managed Solutions Guide released in March was the answer for many financial advisors. We’re pleased to quickly expand the Guide and publish it online, making it an even more essential tool for financial advisors who are helping their clients navigate these turbulent markets,” said Sue Thompson, managing director, head of iShares Registered Investment Advisor Business at BGI. “For those advisors whose key value proposition is manager selection, this resource has proven a valuable addition to their practice. It has opened up a new world of asset managers, who are adding alpha through the use of beta products, and the Guide gives advisors a way to jump start their due diligence process.”
The new edition of the ETF Managed Solutions Guide includes 60 third-party managers and iShares expects to add more TPMs in each quarterly edition as more managers build these innovative portfolios. The Guide provides information on each firm’s philosophy, portfolio management team, portfolio objective, performance history, top holdings, and asset class and sector weights. The online edition also provides search capabilities via location, performance data and more. Hard and soft copy editions will continue to be published.
“In keeping with our goal of being a key resource for advisors, we are also sponsoring an ETF Managed Solutions Conference, another first for the financial industry. Advisors will hear third-party managers share how they select ETFs to use in a number of different strategies. We will also have abundant networking opportunities throughout the day so that advisors can meet TPMs to learn more up close about how the advisors can use ETF model portfolios for their clients,” said Thompson.
iShares Also Sponsoring First ETF Managed Solutions Conference
About Barclays Global Investors/iShares
Barclays Global Investors is one of the world’s largest asset managers and a leading global provider of investment management products and services with more than 2,900 institutional clients and US$1.7 trillion of assets under management as of 30 June 2009. BGI transformed the investment industry by creating the first index strategy in 1971 and the first quantitative active strategy in 1979. BGI is the global product leader in exchange traded funds (iShares) with over 380 funds globally across equities, fixed income and commodities which trade on 16 exchanges worldwide. iShares customer base consists of the institutional segment of pension plans and fund managers, as well as the retail segment of financial advisors and high net worth individuals.
The ETF Managed Solutions Guide is not an offer to sell, nor an invitation to apply for or purchase any particular product or service. In no event will BGI be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss of profits arising out of, or in connection with, the use of the information contained therein. Information contained therein does not represent the opinion of, or any product offered by, iShares Funds, BGI, or any affiliate.
©2009 Barclays Global Investors, N.A. All rights reserved. iShares® is a registered trademark of Barclays Global Investors, N.A. All other trademarks, servicemarks or registered trademarks are the property of their respective owners.
(1) Source: Morgan Stanley Investment Strategies and Bloomberg as of 12/31/2008. Based on number of ETFs, AUM, and market share.