Bringing you live news and features since 2006 

Advisers focus on portfolio management in first six months of 2016, says Fidelity

RELATED TOPICS​

Market volatility, regulatory reforms and political and macroeconomic shifts were top-of-mind for financial advisers across the first half of 2016, according to the latest Fidelity Advisor Investment Pulse study.

These factors generated nervousness among advisers and investors, who in turn directed their attention toward portfolio management to help their clients navigate the uncertainty, the results of the quarterly survey from Fidelity Institutional Asset Management show.
 
Across the first half of the year, portfolio management was the number one theme with more than 26 per cent of advisers surveyed citing it as an area of focus. This was closely followed by market volatility (nearly 26 percent) and developments in the regulatory and political landscape (18 per cent). In Q2 the results were similar, with 27 per cent of respondents focused on portfolio management, 23 per cent concerned about market volatility, and 21 per cent keeping an eye on regulatory and political developments.
 
“Without question, volatility was a big concern for both advisors and investors in the first six months of the year,” says Scott E Couto, president, Fidelity Institutional Asset Management. “Regulatory changes like the introduction of the Department of Labor’s investment advice rule1 and political developments such as Brexit and the US election campaign added to a degree of uncertainty to global markets.
 
“Advisers have been in a constant state of flux, but they can help make sense of the range of short- and medium-term factors in play by looking at client portfolios through multiple time horizons.”

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by