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Investment Trend Monitor - Financial Product Usage

Advisors appear divided on the outlook for domestic equities. Many plan to add domestic stocks to clients’ portfolios over the next 12 months, while others expect to reduce their clients’ holdings of the asset class. In this environment, advisors appear to be finding value stocks more attractive than their growth counterparts. This was one of the findings of a recent WealthManagement.com and FUSE Research Network survey of 915 advisors and financial professionals about their product usage.

Highlights
Value Over Growth Download
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Value Over Growth Download
After years of growth outperforming value, advisors are starting to shift client assets toward value
product usage
Part 3: Active over Passive
Mar 08, 2017
Sponsored by Lockwood | When considering all client assets under management, advisors across channels strongly favor active strategies over passive.
product usage
Part 4: Choosing an Active Strategy
Mar 08, 2017
Sponsored by Lockwood | When ranking the relative importance of various investment characteristics when choosing an actively managed fund, advisors are most likely to focus on the fund’s expense ratio and the fund firm’s reputation.
product usage
Part 5: Indexing Strategies
Mar 08, 2017
Sponsored by Lockwood | Despite a preference for active strategies, many advisors still find a place for passive strategies in their client portfolios.