Investors Say ETFs Are Key During Manager Transition Periods

It takes time to perform proper due diligence – and ETFs can help minimize portfolio risk while that work goes on.

Manager Transitions and ETFs

Manager Transitions and ETFs

Institutional investors are more or less constantly evaluating the asset management firms with which they partner, according to a new global survey (“Patience in Investing1) of institutional allocators. In fact, nearly half of institutional allocators evaluate managers on a quarterly basis, and less than 5% perform such reviews less frequently than once per year, according to the study.


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