What’s New at FUSE

FUSE BenchMark Series
 
Marketing - in partnership with SwanDog Strategic Marketing 

Fall 2010

The FUSE BenchMark Series is a next-generation research service focused on benchmarking and optimization of resources within different functional areas of an asset management firm. BenchMarks are support programs that combine market intelligence with a pre-defined methodology for self-assessment to produced a structured approach to decision-making. FUSE provides ongoing evaluations of the implementation process to help ensure that business objectives are realized. FUSE is very excited to partner with SwanDog Strategic Marketing for the marketing version of the BenchMark series. The baseline information for the Marketing report comes from a detailed survey and a series of interviews with Senior Executives in marketing. FUSE BenchMark Series: Marketing will be released in the Fall of 2010

 

Rep ThinkTank Distribution Dynamics: 

Investment Selection

Rep. Think Tank, a consulting alliance for the financial services industry, announces the debut of a new periodic report series that identifies and dissects trends in the distribution of financial products and services, and translates them into useful guidance for asset managers.

The series, called Distribution Dynamics, goes right to the source—financial advisors in each of the primary distribution channels—to ask timely questions about their business practices. Each report addresses a unique topic and is designed so that readers can easily access information by distribution channel. Recognizing that consolidation within the industry has begun to blur channel distinctions, each report also looks at trends that transcend channel lines to influence distribution strategies across the industry.
The inaugural issue, now available, explores the investment selection decisions of advisors, and reveals current practices, as well as expected changes to future practices. Among the topics covered are: 

  • What products financial advisors currently utilize, and how they expect to change their product usage in the short term 
  • How financial advisors allocate assets across broad objectives and specific asset classes, how and why they adjusted their asset allocations since the start of the financial crisis, and which asset managers they prefer for each asset class 
  • Which tools financial advisors utilize to construct client portfolios, such as home-office models or third-party resources, and which selection criteria they screen to select investments and asset managers

Click here to read the prospectus