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Thursday, December 21, 2023

Most Fundsters Don't Recognize These Value-Add Opps

Reported by Neil Anderson, Managing Editor

Most asset managers are missing the boat when it comes to a pair of value-add opportunities popular with advisors, according to new research from the folks at research ally to fundsters.

Michael "Mike" Evans
Fuse Research Network
Partner, Director of Advisor and Benchmark Research
31 percent of asset managers see estate planning as a value-add area of interest to FAs, and the same percentage see private wealth and high-net worth client management as another such value-add area of interest for FAs, according to findings unveiled last week by the Fuse Research Network team. Yet, per those findings (which come from Fuse's Marketing 2023 BenchMark report), those value-add areas are more popular with FAs, with 49 percent interested in estate planning value-adds and 47 percent interested in HNW and private wealth client management value-adds.

That makes both private wealth/HNW client management and estate planning value-add programs more popular than alternative investments value-add programs, which are of interest to 39 percent of FAs. That almost matches fundsters' take that 40 percent of FAs want this program.

Yet of the value-add programs discussed by the Fuse team, the most popular, by far, is "economic or market insights", which is of interest to 69 percent of FAs. Here manager recognition only slightly lags, with 65 percent of firms seeing this as of interest to advisors.

"Value-add teams across the industry can consider how their efforts measure up with what advisors are seeking based on the content and topics they publish," the Fuse writes, cautioning that value program topics "should be part of the firm's DNA to cover them authentically." 

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