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Welcome to the ETF Investment Strategist Center

The ETF Investment Strategist Center (EISC) is brought to you by Blackrock iShares® and Envestnet|Placemark through the UMA Marketplace® platform. The EISC is a robust platform enabling financial advisors to access a broad universe of ETF Strategists that use ETFs at every step of the investment process, from building complete asset allocation models to executing tactical strategies. The EISC hosts the industry's largest and most successful ETF Strategists.

Through the EISC, financial advisors can also learn the benefits of investing in managed ETF portfolios, acquire information on ETF Strategists and their solutions, and open fully implemented portfolios and accounts for their clients. The EISC provides seamless integration with the leading RIA custodial platforms including (but not limited to): Fidelity Institutional Wealth Services, Charles Schwab, TD Ameritrade Institutional, and Pershing Advisor Solutions.

Use the search capabilities below to find ETF Strategists available on Envestnet|Placemark's UMA Marketplace. Then implement the investment strategies via UMA Marketplace®.

Why ETFs?

Low cost, liquid and efficient Exchange Traded Funds (ETFs) are changing the way advisors construct and manage investment solutions for their clients. Over the last decade, a new generation of investment managers has emerged - ETF Strategists. Rather than seeking alpha by selecting individual stocks and bonds, these managers seek alpha through the selection and management of exposures and asset classes utilizing ETFs as their primary investment vehicle. By using ETFs, these managers are able to avoid stock-specific risk, improve liquidity, lower cost, improve diversification, and offer more holistic solutions for clients.

ETF Strategists

UMA Marketplace offers access to more than 100 ETF strategists.

Many advisors are turning to ETF Investment Strategists for access to ETF model portfolios to help grow their business.

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iShares ETFs

With more than 460 ETFs globally, iShares is the largest ETF provider.

iShares ETFs cover virtually every angle of the market from emerging market ETFs, sector funds, and global funds.

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What is UMA Marketplace?

The most comprehensive managed account marketplace in the industry.

In addition to ETF strategists UMA Marketplace offers access to hundreds of SMA managers and thousands of mutual funds and ETFs.

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