Sponsors of new ETFs can dramatically increase the probability of attaining scale by starting with larger amounts of seed capital.
Approximately 55% of advisors surveyed by FUSE expect to implement AI in their marketing strategies.
Based on a recent FUSE survey, 90% of Portfolio Construction Services groups provide three core services: model review, model build, and manager comparisons.
Relying on marketing teams to deliver service according to advisors’ preference allows leadership to redirect its internal wholesalers.
Based on a FUSE advisor survey, 70% believe educational materials on alternatives are lacking.
As of year-end 2023, nearly 18% of the total active ETF market is attributed to converted funds.
Almost 15% of active ETF launches in 2023 were brought to market through a sub-advisory white label model.
24.3 million households counted as accredited investors in 2022, up from 2.8 million in 1989.
BlackRock and Blackstone were most frequently cited as managers advisors believe provide the best education on illiquid alternatives.
Investment strategy and track record are the top two criteria advisors use to evaluate alternative managers and investments.