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ETF Managed Portfolio Universe
× Andrew GogertyStrategist, ETF Managed Portfolios Research
S&P DJ Indices Forum
February 21, 2013
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The Landscape – September 2012
× It’s Growing…Rapidly× Firms Reporting 120× Individual Strategies 506× Total Strategy Assets $57 billion
YTD Growth 45%1-Year Growth 65%
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Dedicated Center for Advisors
× MorningstarAdvisor.com× Dedicated Center for ETF MPs× Solution Center for Education× Commentary and Analysis× Screener Tool for Initial Research× Selected Video Content× Manager Perspectives
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Benefits of Morningstar’s Presence in This Space
× Comprehensive, IndependentCommentary on ETF Managed Portfolios× Leverage Morningstar’s equity, economic,
and ETF research experts× Videos, webinars, and spotlights on
strategies × Current topics affecting the industry
(AUM/AUA/GIPS, disclosure best practices)
× Advisors× Education, practice management,
understanding the distribution landscape× Roadmap for due diligence research
across firms and strategies× Profile research reports on leading firms
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