Deloitte Report on ETFs

Deloitte LLP recently released an excellent report titled “Exchange-Traded Funds: Challenging the Dominance of Mutual Funds?” 

For anyone interested in learning more about how ETFs work, how they compare to mutual funds, and why they’re exploding in popularity, this piece provides an easy to read, straightforward and independent overview.

In answering the title question of the report, Deloitte concludes with the following:

“ETFs are likely to increase their share of investment dollars and become the fastest-growing investment product as funds from declining mutual funds transition to ETFs.  A research report suggests that ETFs are a threat to mutual funds because advisors, both strategic-asset allocators and ‘tactical-asset allocators, are increasingly using ETFs as part of investors’ portfolios.”

We couldn’t agree more with their assessment and invite others to review this independent report for insightful information on the entire ETF landscape.

Picture of Nate Geraci
Nate Geraci

Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.

He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.

He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.

Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

Related Posts

Skip to content