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ETF Use on the Rise in RIA Portfolios


October 17, 2012 ---  Risk management remains top of mind as registered investment advisers (RIAs) pursue a strategic mix of products.    ---

RIASs expect to see increased use of exchange-traded funds (ETFs) in client portfolios, while aversion to risk remains high, according to a market research study by Invesco.

Advisers surveyed believe ETFs will make up 24% of portfolio allocations over the next 12 months and 33% over the next three years, a 10% increase over results from Invesco’s 2011 survey of RIAs.

Against a lingering backdrop of global economic uncertainty, RIAs see clients remaining vigilant in their aversion to risk, as 91% believe their clients are more interested in minimizing losses than maximizing gains.

“This year’s study continues to show how RIAs are embracing the value of ETFs and the many ways they can be implemented in their clients’ portfolios,” said Bobby Brooks, national sales director for Invesco PowerShares. “But even as the equity markets have enjoyed a strong run year to date, RIAs are still indicating that risk management is a primary focus and they are looking to a variety of products, including alternative assets, to manage risk.”

 
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