- A recent FUSE survey shows advisors hold a 61% active / 39% passive mix, with less than a 1% shift toward passive expected over the next two years, suggesting allocations may be settling into a long-term balance.
- RIAs have led the move to passive, now at a 49% active / 51% passive split—the highest passive share among all advisor groups.
- Most advisors favor a blended model: passive vehicles for broad market exposure and active strategies where managers can add risk-adjusted alpha.
