ETF Outlook 2020

Broadridge Financial (2019)

Since the early 1990s, ETFs have drastically transformed the asset management industry. Low cost combined with tax efficiency is a formidable one-two punch. Plus, the popularity of passive index investing makes ETFs a go-to option for many retail investors. Broadridge Financial partnered with 8 Acre Perspective to explore how and why financial advisors (FAs) use ETFs.

A survey of more than 500 financial advisors (FAs) found:

  • Highest usage of ETFs within the RIA channel.
  • As FAs increase allocations to ETFs, they are most likely to transfer assets from actively managed mutual funds.
  • Thematic ETFs have not yet taken off and future demand is tepid.
  • Morningstar is by far the most widely used website for ETF information.

The research has been cited in ETF Stream, Yahoo!, and other news outlets.
Note: 8 Acre Perspective was operating as Q8 Research at the time of this study

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