What do clients really believe about models?
Exciting New Research from WisdomTree.
Clients have spoken. They highly value their advisors but also find comfort in benefiting from
the collective expertise of an asset management firm’s analysts, strategists and PhDs.
Here’s what they’re saying:
INVESTORS WELCOME MODELS
86% are not only open to, but actually welcome, the use of models in their portfolios.
INVESTORS BELIEVE MODELS CAN LEAD TO BETTER OUTCOMES
They believe that third-party models are an updated investing method that incorporates the expertise of
a larger
group of professionals into their portfolio.
INVESTORS BELIEVE TWO EXPERTS ARE BETTER THAN ONE
63% believe that financial advisors using third-party models are providing a more sophisticated asset
allocation
approach backed by the extensive research and technology of an asset manager’s team.
INVESTORS ARE MORE LIKELY TO CHOOSE ADVISORS USING MODELS
58% would consider switching advisors if they knew the advisor incorporated a model in the
portfolio
they managed.
