As the exchange-traded funds industry continues to evolve, marketing campaigns to support its growth must become far more complex and richer, according to a report from Financial Research Corp., “ETF Trends: Insider Insights on Distribution, Portfolio Construction, Risk & Regulation.”

“In our interviews with industry leaders, we learned that the core/satellite approach has proven to be an effective way to introduce investors to ETFs,” said Bob Jenkins, president of FRC. “One important finding from our research, however, was that the terms ‘core’ and ‘satellite’ had different meanings to different people. ETFs and mutual funds are now used in both core and satellite, and so are active and passive strategies. RIAs are also blending strategic and tactical approaches, due to client demand for downside protection.”

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