Practices > Asset Management Retail

The retail asset management practice examines the opportunities and challenges that asset managers face in the retail channel. It provides ongoing data and analysis of product strategy and development, product delivery and support (e.g., branding, RFPs), manufacturing, organization structure, and product structure—including the use of subadvisors and non-mutual fund vehicles. Focus is given to retail third-party distribution and asset managers’ role in portfolio construction in both traditional long-only and alternative strategies and asset classes. Data is derived from our regular surveys of asset managers, distributors, and financial advisors.