MutualFundWire.com
   The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
Thursday, December 21, 2023 Most Fundsters Don't Recognize These Value-Add Opps 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.
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." Printed from: MFWire.com/story.asp?s=66840 Copyright 2023, InvestmentWires, Inc. All Rights Reserved |