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

• Interviews with the thought leaders in the investment industry
• Articles on the latest trends in investment strategy
• Articles on macroeconomic trends, both in the US and elsewhere
• Reviews of the latest academic research and its relevance to investment advisors
• Analysis of data trends in the Advisor Perspectives universe

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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.