The variety of available investment strategies and vehicles can prove overwhelming to investors, encouraging them to rely on financial advisors to sift through the myriad options. Asset managers wanting to remain competitive must therefore cater to the preferences and key objectives of these advisors.
As part of our ongoing Advisor Pulse sentiment research series, ISS Market Intelligence explored vehicle preferences among advisors, alongside trends in portfolio construction and direct indexing. In this latest edition of its ISS MI Advisor Pulse Series, 806 advisors were surveyed in July 2024 to understand where sentiment lies across the industry and understand how this differs by Advisor type.
By: Alan Hess, Vice President, ISS Market Intelligence
