Analyzing alternative managers and mandates can be a challenging endeavor for financial advisers. Fuse Research Network identified the top two criteria that advisers weigh in their decision-making process in a recent blog.
Evaluation criteria ratings are highly consistent among adviser demographics. Only the following three instances yielded a rating differential that topped 0.2: the oldest group of advisers (60+) are most inclined to assess a strategy’s track record; advisers with $250 million to $500 million in assets under management are more apt to consider both liquidity and the size/scale of a manager; and the emphasis on strategy and track record among advisers underscores how important it is for managers of alternatives to start with the right vehicle, asset class and other product traits.