• For many asset managers, offering a portfolio construction/portfolio analysis capability to clients is now considered table steaks. Others, who may feel late to the game, wonder if offering a “me too” service is pointless.
• Any firm offering a value-add service to the market wants to know if there is an ROI at the end of the rainbow.
• Our advisor research shows that firms that can engage their advisors in portfolio construction interactions have success in generating assets after the fact, particularly among larger advisors.
• Finding the right prospective clients and responding promptly with quality support is a critical element, but clearly worthwhile.

Results of Meetings Between Advisors and Portfolio Construction Specialist 

Source: FUSE Research Network, WealthManagement.com