The Third Quarter 2019 edition of the MMI Journal of Investment Advisory Solutions, addresses five key topics – the future of advice, less liquid/illiquid structures, the digital revolution, unlocking the potential of ESG and sustainable investing, and distribution efficiency in a lower fee environment.
Produced in conjunction with FUSE Research, the report summary examines the various headwinds faced by the alternative investments industry in 2018 – the volatile market sell-off in the fourth quarter, the general malaise around active management, product rationalization at large distributors, and stiff competition from the largest managers.
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 8.8% during the quarter ending on March 31, 2019, totaling $6.5 trillion.
Produced in conjunction with FUSE Research, the report examines the various headwinds faced by the alternative investments industry in 2018 – the volatile market sell-off in the fourth quarter, the general malaise around active management, product rationalization at large distributors, and stiff competition from the largest managers.
This report outlines a practical four-step process for how financial advisors can talk with their clients about sustainable investment. It addresses pervasive industry myths about sustainable investing, disentangles the complicated web of vocabulary used to describe the approach, and provides practical recommendations on how to help clients reach their sustainable investing goals.
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs shrank 7.4% during the quarter ending on December 31, 2018, totaling $6.1 trillion.
The report highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions.
The report highlights the distinct shift taking place across the advisory industry from discrete products, accounts, and technology tools to integrated, household-level solutions.
The Q4 2018 edition of the MMI Journal of Investment Advisory Solutions, addresses four key topics – advisory data and insights, the evolution of client engagement models, fintech as an enabler, and the future of ESG and sustainable investing.
Based on data collected by Cerulli Associates in partnership with the Money Management Institute, assets held in managed account programs grew 4.5% during the quart er ending on September 30, 2018, totaling $6.5 trillion.
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