All-Channel Trend Report

Investment Management

In this chapter we present key findings and insights from our survey questions on investment management, including asset allocation discipline and recent changes, research tools and product usage.

Highlights

Is News of the 60/40 Portfolio’s Death Greatly Exaggerated?

Jun 08, 2021

Market gurus have been trying to write the obituary for the humble 60/40 portfolio for many years. Yet the simple formula lives on and...

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Change You Can Manage

Jul 14, 2021

A recent study found that 55% of financial deliverables are printed materials.

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Why Advisors are Considering Outsourcing Investment Management Activities

Oct 08, 2019

The Real Benefits of Outsourcing

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