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Morningstar Will Rank ETF Managed Portfolios

Morningstar recently announced that they will provide rankings and research on ETF managed portfolios later this year.  ETF managed portfolios are primarily separate account strategies that have more than 50% of the portfolio's assets in ETFs.  Morningstar is creating a new, proprietary classification system for ETF managed portfolios based on the following attributes:

  • The geographic universe of the underlying ETFs' portfolio securities;
  • The type of assets held in the underlying ETFs (e.g., equity or fixed income);
  • The type of process used by management to implement a portfolio's strategy; and
  • The type of ETF typically used by the portfolio to gain access to its portfolio securities (i.e., broad market, sector, country/region or all inclusive).