Expanding the Portfolio Toolkit: Use Cases for Mutual Funds, ETFs and SMAs
A First Eagle Academy Program
Expanding the Portfolio Toolkit: Use Cases for Mutual Funds, ETFs and SMAs
A First Eagle Academy Program
In today’s evolving investment landscape, advisors have more portfolio construction tools than ever before—but many are still building familiarity with the distinct characteristics and use cases of each vehicle.
As access to ETFs and SMAs continues to expand, this program offers practical guidance to help advisors better understand mutual funds, ETFs, and SMAs and how each can support improved client outcomes.
Key Takeaways:
- Understand the role and key features of mutual funds, ETFs, and SMAs.
- Identify how vehicle diversification can benefit both advisors and clients.
- Compare each vehicle across tax efficiency, customization, and implementation.
- Explore practical ways to incorporate mutual funds, ETFs, and SMAs into modern portfolios.
This program is designed to help advisors add value, deepen client conversations, and confidently apply a broader portfolio toolkit.
For Financial Professional Use Only. Not For Public Distribution
The opinions expressed are not necessarily those of the firm. These materials are provided for informational purpose only. Any statistic contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed. The views expressed herein may change at any time subsequent to the date of issue hereof.
First Eagle Investments is the brand name for First Eagle Investment Management, LLC and its subsidiary investment advisers.
FEF Distributors, LLC (“FEFD”) (SIPC), a limited purpose broker-dealer, distributes certain First Eagle products. FEFD does not provide services to any investor, but rather provides services to its First Eagle affiliates. As such, when FEFD presents a fund, strategy or other product to a prospective investor, FEFD and its representatives do not determine whether an investment in the fund, strategy or other product is in the best interests of, or is otherwise beneficial or suitable for, the investor. No statement by FEFD should be construed as a recommendation. Investors should exercise their own judgment and/or consult with a financial professional to determine whether it is advisable for the investor to invest in any First Eagle fund, strategy, or product.
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