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Rating:F-Squared and M* Crush It Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, November 25, 2014

F-Squared and M* Crush It

Reported by Neil Anderson, Managing Editor

F-Squared and Morningstar are crushing it this year.

Morningstar just released its "ETF Managed Portfolios Landscape Summary" for Q3 2014. The report shows that assets at the biggest ETF managed portfolio shop, F-Squared, were up 26.5 percent year-to-date to $25.0908 billion as of September 30, 2014. The good news even as F-Squared is facing SEC scrutiny, news that broke at the beginning of September.

Morningstar itself, though smaller (number six on the list) was up a whopping 54.6 percent year-to-date to $3.3871 billion. (Morningstar's ETF managed portfolio business is operated by its Morningstar Associates, Ibbotson Associates and Morningstar Investment Services subsidiaries. The ETF managed portfolio report is released by another side, Morningstar's research group.)

Assets for ETF managed portfolios across the whole universe Morningstar tracks were at $96 billion on September 30, 2014, down six percent in Q3 but "on par with their end of 2013 level."

Other big ETF managed portfolio shops with positive growth as of September 30, 2014, include: number four, RiverFront Investment Group, up 11.7 percent to $4.7448 billion; number ten, Windham Capital Management, up 16.5 percent to $1.3808 billion; number 14, Beaumont Capital Management, up 17.6 percent to $1.057 billion; and number 15, Members Trust Company, up 27.3 percent to $1.0389 billion.

On the flip side, Good Harbor Financial (number three) has taken the biggest ETF managed portfolio hit so far this year. As of September 30, its assets were down $4.3752 billion, 41.9 percent, to $6.0657 billion.

And other ETF managed portfolio shops are also suffering asset drops: number two, Windhaven Investment Management, is down 4.4 percent year-to-date to $17.7511 billion; number five, Stadion Money Management, is down 7.5 percent to $4.6151 billion; number seven, Innealta Capital, down 10.3 percent to $2.9532 billion; number eight, Churchill Management Group, down 17.4 percent to $2.1268 billion; number nine, Sage Advisory Services, down 36 percent to $1.4897 billion; number 11, Cougar Global Investments, down 8.7 percent to $1.252 billion; number 12, NEW Frontier Management Company, down one percent to $1.1183 billion; and number 13, Forward Management, down 0.9 percent to $1.1039 billion. 

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