Month: December 2012

Looking to the Future

Year-end tends to be a time of reflection as investors look back and think about what worked for them and consider what investment trends and practices are likely to continue going forward. In the aftermath of the lingering financial crisis there is an increasing focus on risk management and transparency. Exchange Traded Funds (ETFs) and Separately Managed Accounts (SMAs) have been and are likely to continue gaining market share among advisors who can offer them.  Transparency, simplicity and effective risk management are important considerations when it comes to incorporating investment products into asset allocations.

With respect to fees, the trends are towards increasing transparency and reducing costs borne by investors.  Solutions for these issues lend themselves to all-inclusive fee based products. The research we have seen suggests that the use of fee based pricing will continue to grow for the foreseeable future.

Investors are also looking for improvements in technology. Processing and support technologies are constantly being updated due to their key role in the delivery of financial services.

Investors understand that the key value of investment services often is not in selecting investment managers but in having the time and ability to satisfy your objectives and plans. Investors are searching for investment management as well effective administration of their accounts.