Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Advisors Still Use More Active Than Passive Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, August 18, 2017

Advisors Still Use More Active Than Passive

Reported by Jennifer Qiao

Among the distribution FUSE Research Network's latest Advisor Trend Monitor Series Report, Product Usage: The Advisor View, explains that the majority of assets will continue to be actively managed.
Patrick Newcomb
FUSE Research Network
Director of Research


Patrick Newcomb, director of benchmark research at FUSE, tells MFWire that on average RIAs use passively managed strategies for 41 percent of their portfolio, 30 percent for wirehouse advisors, and 34 percent for FAs with independent broker dealers.

"Advisors were clear that this is not an 'either/or' decision. A combination of both active and passive strategies is a more realistic description of how advisors plan to allocate their assets," explains Newcomb.

The report also presents other trends for example distribution channel, age, size of firm, and gender. Newcomb tells MFWire that along with fees and returns, firm reputation has consistently over the years remained important when selecting active strategy.

"It costs a lot of money to maintain a firmís reputation, and it speaks to having a well known trusted brand," says Newcomb. Understanding and resonating with a firmís story is important in overall interaction with the firm. "40 percent of advisors have at least half their assets with their top three or four asset manager relationships." 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2018: Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2018
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use