Advisor Sentiment Survey:

Coronavirus, Third-Party Models & In-house Portfolio Management

Whether using third-party models or building portfolios in-house, market volatility caused by COVID-19 has pushed financial advisors to become more involved with portfolio management.

While financial advisors are still divided on third-party investment strategies and their likeliness to adopt such solutions, the COVID-19 pandemic and its effect on capital markets has added new variables to advisors’ decision between outsourced portfolio strategies and in-house management.

YCharts surveyed more than 300 advisors and found that while third-party models and in-house management have their unique merits, advisors want and need to be more involved with portfolio management, especially during times of heightened uncertainty.

Download the Survey Report for more insights and findings: