Adding value to ETF portfolios

By Dan Hallett, CFA, CFP on December 16th, 2010

In an April 2010 post, I wrote of the challenges advisors face when using ETFs as the product solution for constructing client portfolios.  In the May 2010 issue of Investment Executive, I turned around and touched on advisors’ potential sources of value-added with respect to ETF portfolios.

In a current Investment Executive video, I speak to the challenging balancing act that advisors must strike when it comes to constructing ETF portfolios for clients.  Advisors must promote the benefits of indexing’s simplicity while demonstrating that they’re doing enough to earn the fees charged for such simple portfolio structures.