JPMorgan's Value-Add Program is a Hit with Advisors
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Friday, August 28, 2009

JPMorgan's Value-Add Program is a Hit with Advisors

JPMorgan Asset Management took the top spot in a survey of financial advisors' satisfaction of fund companies' value-added programs. The kasina and Horsesmouth collaboration surveyed 3,129 financial professionals in April regarding 20 fund firms.

Lee Kowarski
MainStay Investments/New York Life Investment Management, BlackRock, Janus Capital Group and American Funds rounded out the top five.

Kasina principal Lee Kowarski told The MFWire that financial professionals gave high ratings to firms that had “actionable” programs, such as questionnaires and other interactive tools.

“It's not just telling them that a problem exists,” he said, “but it's arming them with the tactical tools that will enable them to work with their clients or prospects to effect change.”

Of advisors who do business with JPMorgan Asset Management, 90.3 percent said they were at least “somewhat satisfied” with the firm's value-added programs. JPMorgan's overall satisfaction score was 3.66 (out of 5). MainStay led the pack in the highest satisfaction category, with 21.8 percent of advisors saying they were “very satisfied” with the firm's programs. MainStay's overall score was 3.57.

Responses were gathered between April 2 and April 20.

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