Advisor Use of External Asset Managers: 2016 Survey Findings

This year, satisfaction reached an all-time high among advisors who use outside asset management services.Our research also includes data on advisors that keep investment management in-house, and reveals trends on how usage of external investment managers has changed over time.

Northern Trust thanks Efficient Advisors and 3D Asset Management for their insights on this survey. Special thanks to all advisors whose thoughtful participation made this report possible. This research reflects Northern Trust’s commitment to advisors of all types and to asset management solutions providers.