Who We Are

MICHAEL EVANS

781-400-5538

Michael Evans

Partner, Director of Advisor and BenchMark Research

I do a little of everything. I am responsible for developing and maintaining senior client relationships. I contribute to our Market Intelligence Platform offering, which includes writing and editorial responsibilities. In addition, I’m responsible for setting and executing our research agenda, identifying research partner opportunities, and managing a client-centric, highly-informed staff of professionals.

Michael Evans

Partner, Director of Advisor and BenchMark Research

With approximately 25 years of industry experience, Mike is responsible for management and execution of the FUSE BenchMark and Advisor Trend Monitor research series. The FUSE BenchMark Series is the asset management industry’s most comprehensive resource designed specifically to optimize the sales, marketing, product, and national accounts functions. FUSE produces a series of research reports designed to explore advisor views that are of specific interest to the asset management community. Mike also has responsibility for developing and maintaining senior client relationships. Previously, Mike was responsible for the day-to-day operations of FUSE.

EDUCATION &
OTHER EXPERIENCE

  • 25 Years of firsthand observations of the effectiveness of various sales and marketing tactics of at least 50 different asset managers
  • University of Massachusetts at Amherst (Business Administration)

INTERESTING NOTES,
PERHAPS

  • Firms most knowledgeable music person supported be a collection of over 600 CDs (including three versions of Sugar Copper Blue)
  • Member of a softball team that won two national titles in 2000 (NSA, USSSA)

PREVIOUSLY

  • Financial Research Corporation (FRC), 1998–2008
    • President, Director of Research, Consultant, Analyst – I joined the firm as an analyst covering mutual funds, but later went on to build out the SMA product line. Promoted to Director of Research in which I oversaw the most productive research group of all times (in my eyes at least). I was rewarded for my efforts with the top spot at the end of 2006.
  • Putnam Investors, 1993–1998
    • Portfolio Analyst – It was your basic entry level job for someone with a flair for quantitative analysis. Learned a great deal about the industry and the experience afforded me the opportunity to join FRC.

BEST PROJECTS

  • Central role in the product line rationalization decisions of one of the largest asset management mergers of all times
  • Helped a boutique asset manager “adopt out” their mutual fund and stay on as sub-advisor
  • Devised and implemented a really cool distribution/product strategy for a mid-size investment management organization
  • Author of Sound SMA Practices for Managing Regulatory Scrutiny, Separate Account Distribution Trends, and Overview of Multiple Discipline Products