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Rating:Cogent Sees ETFs Taking MF's Crown Not Rated 3.0 Email Routing List Email & Route  Print Print
Wednesday, April 11, 2012

Cogent Sees ETFs Taking MF's Crown

News summary by MFWire's editors

Are old-fashioned mutual funds losing the interest of financial advisors? That is a take away from the latest research from Cogent Research as interpreted by Chris Flood of the Financial Times.

"Of all the products that advisers include in their bag of tricks, the increase in exchange traded funds is the most significant. There is little doubt ETFs are here to stay and will become a progressively more important part of the product landscape," John Meunier, principal at Cogent, told Flood.

The percentage of advisors using ETFs in client portfolios have steadily increased from 46 percent in 2007 to 66 percent in 2011, overtaking the growth of mutual fund individual securities, separately managed accounts and annuities in total.

"In 2006, the mutual fund was king," said Meunier. At that time just seven percent of affluent investors owned ETFs. Today the figure has grown to 19 percent. Those investors are allocating just 26 percent of their portfolios to mutual funds today, compared to 53 percent in 2006. 

Edited by: HFD

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