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Advisor Perspectives provides data showing the investment trends of high- and ultra-high net worth investors,
whose money is managed by fee-only independent Registered Investment Advisors. Two types of information are
provided:
- Asset Allocation – showing how funds are allocated by asset class, domicile (US v. non-US), style,
market capitalization, and other parameters
- Most Popular Mutual Funds – showing which mutual funds and exchange traded funds (ETFs) are
most popular (based on dollars invested) , within various categories
In addition, we publish a bi-weekly newsletter containing the following:
- Notifications of updates and enhancements to the database
- Profiles of individual RIA firms, highlighting their use of technology in investment decision
making and management
- Scholarly articles on asset allocation and mutual fund investing
Our service is free. However, in order to receive the newsletter or to access historical data, you must subscribe.
More information about the underlying data in our universe can be found here.
Our goal is to provide accurate, relevant, and actionable information to the investment advisor community.
Your ideas, comments, and suggestions are welcome.
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