How Advisors Adjust Asset Allocations for their Clients

This is particularly true at the scale necessary to respond to rapidly evolving client needs and grow assets under management, and at a time when competition among advisors is rising.

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Advisors Focus Mainly On Risk When Constructing Client Portfolios

Primary drivers include targeting long-term wealth growth, diversification, cost efficiency and mitigation of idiosyncratic risk.

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Managing Portfolio Construction

Advisors may not be taking full advantage of the resources available to them.

A Growing Need For Customization

Most advisors say a change in client goals or risk profile is a very important consideration.

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Home Office Research Helps But Doesn’t Drive Advisor Decisions

Important considerations when changing asset allocations.

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Third-Party Tools Are Not
Frequently Used

Portfolio construction assistance from sources other than home offices.

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Unlocking Customization At Scale

The rising need for customized solutions.


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