Fuse Blog

Advisors Gear Up to Drive Client Funds Back into the Market

  • According to a recent FUSE survey of financial advisors, 72% intend to transition client funds from cash and short-term products back into the market over the next 12 months.
  • When it comes to reallocating their clients’ cash, active managers appear poised to gain: 62% of advisors aim to shift cash into active equity strategies, while 49% plan to move funds into active fixed-income strategies. Passive equity and fixed-income strategies will see cash reallocation from 38% and 29% of advisors, respectively.
  • Interestingly, over a quarter of advisors are considering channeling cash into alternative strategies such as interval funds and truly private alternatives, rather than liquid alternative mutual funds.

How Advisors Are Redeploying Cash/Short-Term Money

Blog 4.24.24

Source: FUSE Research