How Advisors Choose Actively Managed U.S. Equity Funds

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Presenter: Robert Huebscher

About this talk

In this exclusive webinar Advisor Perspectives will present their findings from the latest APViewpoint Focus Group with a panel of RIAs that each manage more than $250 million in assets and have at least 10% allocated to active U.S. equity funds. During this webinar, you will learn: What are the key decision factors advisors use when choosing an actively managed U.S. equity fund? What can fund companies do to influence those decisions? Which types of communications from fund companies do advisors value most? This research is our first offering as part of a new opportunity where mutual funds, ETFs, custodians and other firms—specifically those in marketing, sales, product management and distribution roles—will be allowed to participate in the APViewpoint community. APViewpoint is Advisor Perspectives on-line advisor only community and has grown to nearly 17,000 members since we introduced it four years ago. You’ll also learn how our new APViewpoint Sponsorships provide access to the 350,000+ advisors receiving our content. You can access advisors’ views on hundreds of topics and conduct your own on-line focus groups.

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