Fuse Blog

Cultivating Advisor Relationships through Education

  • According to a recent FUSE survey of financial advisors, BlackRock and Blackstone were most frequently cited as managers advisors believe provide the best education on illiquid alternatives. Yet less than a quarter of surveyed advisors named these managers.
  • As the alternative landscape becomes more congested with product offerings, asset managers can differentiate their brand with training materials and events aligned with their unique alternative investment offerings.
  • While smaller firms may not be able to marshal the same level of resources to support educational programming as larger firms, there seems to be abundant opportunity to offer best-in-class programs. More than 70% of advisors think investment managers’ educational materials on alternatives are lacking.
  • Educational support also provides a forum to cultivate relationships with advisors. Notably, Blackstone describes Blackstone University, which it started in 2011, as a cornerstone of its client partnerships.

Illiquid Alternative Education Leaders

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Source: FUSE Research Network