Buyers sell fund giants as boutiques gain popularity

FE report reveals key trends

Anna Fedorova
clock • 3 min read

Boutiques have jumped up the popularity rankings among fund buyers as they have been removing some of the larger, well-known vehicles run by big providers from portfolios, according to the latest annual research paper by FE.

In a report entitled Evolution and Experimentation: The Financial Advice Market in 2016, FE surveyed around 200 fund selectors and analysed data on how around 10,000 buyers used its FE Analytics tool to research managers when constructing and monitoring client portfolios. Its report examined the behaviour of fund buyers over 2015 as a whole, as well as comparing January 2015 to January 2016. These latest figures show more than half of the top 20 investment managers in the research league table are boutiques, while the bottom 15, which have seen the biggest fall-off in adviser research...

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