- Advisors don’t expect a major increase in defined outcome ETF usage over the next two years. When they do use these strategies, the primary reason (cited by nearly two-thirds of advisors) is downside risk management.
- Nearly 60% expect no change in their use of defined outcome strategies, while 35% anticipate a slight increase. Only 3% foresee a significant rise in allocations.
- Wirehouse advisors show the most momentum, with more than half (52%) expecting to increase their use of defined outcome products over the next 24 months.
