Connecting investor dollars with asset manager strategies
Financial advisors play a crucial role in connecting investor dollars with asset manager strategies. With that crucial role come extensive demands on their time, as they juggle tasks including administration, investment research, and prospecting for new clients. Asset managers must work around those demands on advisors’ time to successfully place their products at the top of advisor’s minds, and into client portfolios.
ISS MI’s latest report, the ISS MI Advisor Pulse Series – Digital Content study, captures the importance of digital content in influencing advisors’ investment decisions. The report is the result of interviews with over 600 advisors performed in September 2024. The results show that thought leadership content is a critical way for asset managers to promote their investment philosophy, display how their products respond to market conditions, and win over advisors.
By: Donald F. Grunewald, Director of Litigation Analysis, ISS SCAS
