Data Points: What Advisors Think About Investment ManagementData Points: What Advisors Think About Investment Management

It’s getting harder for an advisor to add value when it comes to investment management, yet many still see portfolio construction and asset allocation for clients as a value proposition. Here, we asked advisors what they consider when putting together portfolios for clients, how strictly they use third-party or home office models, and the factors they consider when choosing investment strategies and vehicles.