Fuse Blog

Engaging Advisors in Portfolio Construction Interactions

  • 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 

blog 10422 resize

Source: FUSE Research Network, WealthManagement.com