DUBLIN--(BUSINESS WIRE)--Research and Markets has announced the addition of the "Financial Advisors and Key Trends in Portfolio Construction Report" report to their offering.
The turbulent financial environment of recent years combined with other factors has led to new methods and approaches to how financial advisors construct portfolios for their clients. The report examines important trends in how advisors build portfolios including use of active and passive management and takes a closer look at the emergence of innovative new options such as Smart Beta products, liquid alternatives, and actively managed exchange traded solutions.
This 89 page, 84 exhibit report offers product providers and distributors such as mutual fund companies, third party asset managers, and broker-dealers insights to support critical activities including product development, distribution/sales, marketing, and new business development.
Key Topics Covered:
Section I: Executive Summary
Section II: Introduction and Methodology
Section III: How Advisors Approach Portfolio Construction
Section IV: The Yin and Yang for Advisors - Active vs. Passive Investing
Section V: Advisors and Actively Managed ETFs
Section VI: Advisors and Smart Beta Solutions
Section VII: Advisors and Liquid Alternatives
Section VIII: Profile of Survey Respondents
Section IX: Outlook and Implications
For more information about this report visit http://www.researchandmarkets.com/research/mf4fjh/financial
Related Topics: Wealth Management, Investment Banking
