Considerations when selecting Exchange Traded Funds

Considerations when selecting Exchange Traded Funds

As Independent Financial Advisers we search the whole of the market to find a suitable match of investments for our clients.  Therefore, we are always interested to read market insights on factors impacting the choice of investments.

Investment Week reports “What are the most important factors for investors when selecting ETFs (Exchange Traded Funds)?” The article states “historical performance and the expense ratio were highlighted as the most important factors when selecting ETFs in Europe and the US, according to a survey conducted by Brown Brothers Harriman in partnership with ETF.com.

The survey, which interviewed 300 institutional investors, financial advisers and fund managers across the US, Europe and Greater China, noted the emergence of historical performance as the most important factor ""may come as a surprise"" as in past surveys the emphasis has always been placed on cost.

In last year's survey, historical performance was the third most important factor when selecting an ETF, with expense ratio topping the charts.”  Read the full article  

shadow

About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

Latest News

Get in Touch

Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
Warwick,
Warwickshire,
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

Content