Why Advisors are Choosing ETFs over Mutual Funds and How SMAs Compare

Exchange Traded Funds have been leading the charge with investor flows over the last several years, while equity and bond mutual funds have experienced significant outflows. Beyond ETFs and mutual funds, many advisors are also contemplating the role of SMAs. But what is it that is spurring this mass exodus from mutual funds? This presentation compared and contrasted ETFs, mutual funds and SMAs and attempts to provide some context around what forces are driving these trends. They discussed the benefits and limitations of each structure along with the tradeoffs for using each to build portfolios for your clients.

Why Advisors are Choosing ETFs over Mutual Funds and How SMAs Compare

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