Lee Robertson at Investment Quorum talks to Joanne Young about how investors are increasingly requesting ETFs and the attraction of simple products for retail
How does Investment Quorum use ETFs? For clients who choose to have us manage their investments as well as their financial planning, we run a range of model portfolios. These include one ethical portfolio, three income, three growth and one smaller model for retail clients. ETFs are available for use within all of these portfolios. However, we lean towards the actively managed side. The bulk of our portfolios will typically be made up of Oeics or investment trusts, with ETFs in satellite positions around our active managers. Very often we are using ETFs to gain a tactical advantage. I...
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