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.