Portfolio construction teams have become an increasingly larger part of both the distribution and investment functions at asset managers, as fund firms look to provide advisors with more management services. A recent survey from FUSE Research on portfolio construction teams found that all 13 firms surveyed have these teams, and 90% of them typically provide three core services: model review, model building and asset manager comparisons. “These teams and the services they have are table stakes for managers — a lot of firms have them,” said Cindy Zarker, director of relationship development at FUSE.
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Article published on February 21, 2024