ETF Applications

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  1. Tactical Adjustments

    Over- or underweight certain styles, regions, or countries on the basis of short term views. 72% of Institutions use ETFs for this purpose.

  2. Core Allocation

    Build a long-term strategic holding in a portfolio.  68% of Institutions use ETFs for this purpose.

  3. Rebalancing

    Manage portfolio risk in between rebalancing cycles. 60% of Institutions use ETFs for this purpose.

  4. Portfolio Completion

    Fill in gaps in a strategic asset allocation. 57% of Institutions use ETFs for this purpose.

  5. International Diversification

    Gain efficient access to foreign markets. 56% of Institutions use ETFs for this purpose.

  6. Liquidity Management

    Maintain exposure in a liquid investment vehicle to meet cash flow needs. 54% of Institutions use ETFs for this purpose.

  7. Transition Management

    Facilitate manager transitions with ETFs. 44% of Institutions use ETFs for this purpose.

  8. Risk Management / Overlay Management

    Mitigate market exposure while refining a long-term view. 42% of Institutions use ETFs for this purpose.

  9. Interim Beta

    Maintain market exposure while refining a long-term view. 37% of Institutions use ETFs for this purpose.

  10. Cash Equitization

    Put long-term cash positions to work with ETFs to minimize cash drag. 37% of Institutions use ETFs for this purpose.