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The "Advisers & Active ETFs 2024" report by J.P. Morgan Asset Management explores the shifting preferences and attitudes of financial advisers towards actively managed exchange-traded funds (ETFs), with a focus on research-enhanced active ETFs.
In collaboration with Agile Market Intelligence, the report underscores the transformative impact of active ETFs on financial advice, highlighting their increasing popularity among financial advisers and the investment community.
Key Takeaways from the Report:
1. Rising Popularity of Active ETFs:
There is a notable increase in the recommendation and usage of active ETFs by advisers, reflecting growing demand and acceptance of these innovative investment vehicles.
2. Shift to Cost-Effective Options:
Cost sensitivity among investors is driving a shift towards low-cost active ETFs, which offer a blend of traditional investment approaches and innovative strategies for generating returns.
3. Advantages of Research-Enhanced ETFs:
Research-enhanced ETFs are particularly valued for combining passive investment qualities with active management to achieve superior performance, providing a compelling option for cost-conscious investors seeking added value.
4. Strategic Recommendations:
Advisers recommend active ETFs for various client needs, including those seeking higher returns, cost-effective options with enhanced returns, and diversified global investment strategies.
Conclusion:
The "Advisers & Active ETFs 2024" report highlights the evolving financial advice landscape, driven by the increasing popularity and benefits of active ETFs. By aligning investment strategies with client priorities, a more efficient and high-performing financial system can be achieved.
Download the full report for detailed insights and revelations on the future of financial advice with active ETFs.
Read more: ENGAGE WITH PIMCO: CONTENT TO KEEP CLIENTS INFORMED
The financial landscape is transforming, bringing both challenges and opportunities for advisers. Staying ahead is crucial as market dynamics, regulatory changes, and client expectations evolve. This e-book equips Australian financial advisers with actionable insights across key asset classes: managed accounts, private equity, private debt, fixed income, infrastructure, global equities, and retirement solutions.
Explore strategies reshaping portfolios, from private debt’s diversification appeal to innovation in retirement planning. Gain the knowledge to navigate complexities, seize emerging opportunities, and deliver impactful advice. This resource empowers advisers to confidently guide clients toward achieving their financial goals in a rapidly changing environment.
On behalf of the Momentum Media wealth management team and our partners, we hope this e-book gives you the insights needed to confidently guide your clients.
Enjoy the read!
The client engagement and business efficiency benefits of managed accounts have been well documented, but there has been little to demonstrate the measurable benefit to a practice of using them. Praemium has undertaken research in conjunction with advice consultancy practice Business Health to uncover the quantifiable benefits.
Read more: Do managed accounts really improve client relationships?
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