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Learn about how, when and why advisors employ investment outsourcing as part of their practice management strategy.
Financial advisors are becoming more open to outsourcing the investment management of client assets. This is a topic in which Northern Trust Asset Management has deep interest. We’ve surveyed advisors about their investment outsourcing attitudes since 2010. Take a look at our most recent survey results and our historical research to learn about the changing attitudes of financial advisors, and their clients, on this practice management strategy.
2016 Survey Results
External Investment Management –
Advisor Attitudes and Adoption: 2016 Edition
This ongoing research program provides insight into advisors’ experiences with using external asset managers — or their decision to keep investment management in house. This year, we also sought to understand what impact, if any, the new Department of Labor (DOL) Fiduciary Rule might have on investment advisors’ attitudes about using third-party asset managers when the rule takes effect in April 2017.
External Investment Management -
Advisor Attitudes and Adoptions: 2016 Edition Infographic
Gain insights into advisors experience with external investment management outsourcing through this succinct infographic.
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Visit our dedicated External Investment Management Research website to access:
Laura Gregg is a senior vice president and senior relationship manager within Northern Trust Asset Management’s Financial Intermediary team. She supports the distribution of Northern Trust investment products to financial intermediaries through client partnership programs.
Laura has more than 25 years of relationship management and marketing communications experience, and has worked in the asset management industry for two decades. She has expertise in a broad range of investment products and has worked with financial professionals and financial institutions throughout her career.
Laura joined Northern Trust in 2008 and has previously worked for Claymore Securities (now Guggenheim Funds) and Deutsche Asset Management. She graduated from Saint Mary’s College, Notre Dame, IN and holds FINRA Series 7 and 63 licenses.
Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K, NT Global Advisors, Inc., 50 South Capital Advisors, LLC and personnel of The Northern Trust Company of Hong Kong Limited and the Northern Trust Company.©2017 Northern Trust Corporation. Based on $946 billion in assets under management as of September 30, 2016.