Fuse Blog

Client Demand for Portfolio Customization

  • In a recent FUSE survey, in partnership with WealthManagement.com, advisors were asked what aspects of portfolio customization will receive the most client demand in the future. Clients are expected to be most interested in tax harvesting in the next few years, receiving a 3.5 ranking on a five-point scale with five being most in demand.
  • Managing concentrated positions placed second with a 3.2 rating. Interestingly, advisors expect the least demand for portfolio customization focused on ESG factors.
  • With the growing interest in direct indexing and its ability to offer portfolio customization, it is important to understand what will be the largest factors for growth. Based on the findings from the survey, it appears that advisors and clients will be less focused on leveraging direct indexing for ESG customization. Instead, the ability to harvest losses and deal with concentrated positions will lead the way.

Aspects of Portfolio Customization Advisors Expect the Most Client Demand for in the Future


blog 93022

Note: Scale of 1 to 5 with 1 = No Demand and 5 = Most Demand

Source: FUSE Research Network, WealthManagement.com