​2017 Trends in Inves​​​​ting

2017_TrendsInvesting_Cover.pngWith more than $4 Trillion invested in Exchange-Traded Funds (ETFs), there is now clear indication that these investment vehicles are in position for more growth in the future.

The 2017 Trends in Investing Survey marks the third consecutive year since the survey was first completed in 2006 that ETFs are the preferred investment vehicle among advisers, with 88 percent of financial advisers surveyed currently using or recommending ETFs with their clients—the most popular investment vehicle among 18 options. The survey has shown continued growth in the popularity of ETFs since 2006, when just 40 percent of survey participan​ts indicated they used or recommended ETFs. This percentage grew to 44 percent in 2008, to 79 percent in 2014, to 81 percent in 2015, to 83 percent in 2016, and now 87 percent in 2017.

The 2017 survey, which was fielded online in April/May 2017 and received 302 responses by financial advisers of various backgrounds, also revealed that cash and equivalents have also now supplanted mutual funds in the hierarchy of preferred investment vehicles.​


Access the 2017 Tre​nds in Investi​ng Report ​​

Be sure to visit Longboard Asset Management's website to access oth​​​​er content related to the 2017 Trends in Investing Survey, including an infographic, quiz, and other terrific content!

Visit fpa.longboardfunds.com


Now Available!

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​​​​​What are some practical tips for choosing an alternatives strategy and asset manager that best s​uits a clients' needs? What are the common pitfalls in identifying quality within the category and allocating appropriately to receive a meaningful, diversification benefit? These issues and more are uncovered in Assessing and Allocating to Alternatives, a new whitepaper by Longboard Asset Management and FPA based on the 2017 Trends in Investing research.

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