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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.
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Core Allocation
Build a long-term strategic holding in a portfolio. 68% of Institutions use ETFs for this purpose.
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Rebalancing
Manage portfolio risk in between rebalancing cycles. 60% of Institutions use ETFs for this purpose.
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Portfolio Completion
Fill in gaps in a strategic asset allocation. 57% of Institutions use ETFs for this purpose.
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International Diversification
Gain efficient access to foreign markets. 56% of Institutions use ETFs for this purpose.
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Liquidity Management
Maintain exposure in a liquid investment vehicle to meet cash flow needs. 54% of Institutions use ETFs for this purpose.
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Transition Management
Facilitate manager transitions with ETFs. 44% of Institutions use ETFs for this purpose.
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Risk Management / Overlay Management
Mitigate market exposure while refining a long-term view. 42% of Institutions use ETFs for this purpose.
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Interim Beta
Maintain market exposure while refining a long-term view. 37% of Institutions use ETFs for this purpose.
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Cash Equitization
Put long-term cash positions to work with ETFs to minimize cash drag. 37% of Institutions use ETFs for this purpose.
