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Active’ and ‘multi-asset’ trending most among advisers regarding future allocations


New adviser research from Seneca Investment Managers (Seneca IM), a boutique, multi-asset, value investment specialist, reveals that over one-fifth (22 per cent) of advisers expect to allocate over half of their clients’ assets into actively managed strategies soon. 

According to Seneca IM, there is a long-held belief that active strategies perform better at the late stage of the business cycle, and active management is clearly favoured by advisers at the current stage of the market cycle. In contrast, when advisors are allocating over 50 per cent of their portfolios, just 5 per cent of advisers expect to steward client assets into passive strategies, while a similar proportion of advisers (6 per cent) are expecting to put money into hybrid strategies.
Advisers are also bullish about multi-asset strategies and intend to allocate a greater proportion of client assets to the strategy in future. Nearly two-thirds (60 per cent) plan to steer more of their client’s money to money managers who specialise in multi-asset solutions. At the same time, just 1 per cent of advisers asked, expect to reduce their allocation to multi-asset funds, while nearly two-fifths (39 per cent) expect their allocation to remain as it is.
Blended multi-asset strategies appear to be most popular among retail intermediaries, with double the proportion of advisers (67 per cent) expecting their multi-asset allocations to be blended solutions that incorporate a combination of multi-asset funds, as opposed to single solutions (33 per cent).
Steve Hunter, Head of Business Development, Seneca Investment Managers, says: “It’s clear that intermediaries and end-investors are turning towards strategies with a clear purpose, underpinned by a disciplined investment process and strong performance to back it up.  More advisers recognise that investors are less concerned with historic names and AUM hoarders, and instead want to be assured that the proposed fund is most likely to deliver long-term value. 
“Multi-asset strategies have become the optimal way to deliver a consistent return in an uncertain world, and those that can deliver extra value to the investor, growth and income, are fast becoming the adviser’s (and client’s) must-have solution.”

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