As several investment vehicles grow from nascent markets to accepted alternatives, FRC believes actively managed funds will experience increased competition for assets. In this study, FRC examines the evolution of actively managed mutual funds and alternative investment vehicles to identify areas of opportunity and vulnerability in the rapidly changing world of retail portfolio construction. The study is based on two comprehensive surveys—one of financial advisors and one of asset managers. The advisor survey reveals product usage trends and attitudes about portfolio construction, while the asset manager survey provides product development strategies and insights into the perceptions of competition among investment vehicles. The views of both parties are compared and contrasted to examine whether asset managers strategies are in line with actual advisor needs.

For more information on this study, contact us at 866-532-8009 or e-mail frcinfo@frcnet.com.