Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 2 pieces from industry associations on etf strategy.
Titles marked with an arrow open on the publisher's site. How we choose.
ETF strategy
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2026 Investment Company Fact Book (opens icifactbook.org)
ICI's annual statistical reference on US funds, with a full chapter on ETFs. It reports ETF assets of $13.4 trillion at the end of 2025, record net issuance of $1.5 trillion during the year, 1,099 launches, and fee-based advisers holding 49% of client household assets in ETFs in 2024, up from 17% in 2014.
Topic: ETF strategyicifactbook.org
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Trends in the Expenses and Fees of Funds, 2025 (opens ici.org)
ICI's annual review of what investors pay to own mutual funds and ETFs, weighted by assets. In 2025 index equity ETFs averaged 0.14% and index bond ETFs fell to 0.09%, while long-run declines in mutual fund costs continued as money kept moving to no-load share classes and index funds.
Topic: ETF strategyici.org
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.