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Thursday, July 26, 2018|
When FAs Want Portfolio Construction Help, They Turn to ...
Looked at from three different angles, a single asset management giant is the fund firm that financial advisors think of first when they want portfolio construction help.
FAs point to BlackRock as the number one fund firm on three lists: 1) "Top Fund Managers for Overall Portfolio Construction Advice"; 2) "Top Portfolio Construction Specialists from Whom Advisors Received Advice"; 3) "Top Investment Managers for Portfolio Construction." The Fuse Research Network team put those lists and more in the recently released "Portfolio Construction: The Advisor View" edition of their Advisor Trend Monitor series. The report draws on an FA survey conducted by Fuse and WealthManagement.com.
"Once again, BlackRock led the pack with a considerable lead," the Fuse team writes.
Other familiar names ranked highly in the same lists, including: Capital Group's American Funds (second on 1, tied for fourth on 2, and second on 3); J.P. Morgan (third on 1, second on 2, and third on 3); Russell (fourth on 1, tied for sixth on 2, and tied for eighth on 3); Fidelity (tied for fifth on 1, tied for fourth on 2, and fifth on 3); Pimco (tied for fifth on 1, tied for eighth on 2, and sixth on 3); Natixis (third on 2); and Vanguard (tied for eighth on 1, tied for sixth on 2, and fourth on 3).
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