Charles stanley
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I look at the whole of the European ETF market and we have a broad selection available for portfolio implementation. Which asset classes do you tend to invest in through ETFs? We worked with the ETF providers at the time, and over the following years, to expand their asset class offering to include in the portfolios.įrom 2009, the existing and new launches of ETFs really started to take off and it has been interesting to see the growth of AUM and expansion of product offerings since then. We wanted to build client portfolios using ETFs as their core allocation building blocks but we also wanted to expand our investment offering to include low cost model portfolios on external platforms using these investment vehicles. I first started looking at ETFs in 2008 when I joined Pan-Asset – a new start up investment management company.Īt that time there was not a lot of choice of European-domiciled ETFs although there was a much wider range available in the US. When did you start investing in ETFs? Why then? If not, why not? How much of your portfolio is made-up of ETFs/index funds?Īt Charles Stanley, we have a wide range of models that use both ETFs and index tracking funds only but also these index tracking products are used by some investment managers in their client portfolios or funds depending on where they fit alongside their active funds and direct equities and bonds. As senior analyst, she analyses both index and ETFs and is responsible for which passive products are included on the firm's preferred and covered fund lists. Hutchinson joined Charles Stanley in 2013 following the acquisition of Evercore Pan Asset. Next in the hot seat is Lynn Hutchinson, senior analyst at Charles Stanley.
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#Charles stanley series
This series will show how the key players across the fund selection space use ETFs in their portfolios while asking what more can be done by the ETF providers to help with this increasing adoption. Over the years, ETFs have become an increasingly important part of any investor’s toolkit. Once the asset allocation decision has been made, these individuals need to decide how they want to be exposed, be it through a mutual fund, investment trust or ETF. Expert investors is a series brought to you by ETF Stream where on a fortnightly basis we interview the key individuals from across the fund selection and research space about the ETF ecosystem.įund selection plays a crucial role in portfolio construction.