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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.

investment philosophy

Dimensional Fund Advisors tops advisor commitment rankings

Posted by RJ and Makay on Sep 30, 2011

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Though investment performance is important, a new study finds that it’s the soft traits that drive advisor loyalty to mutual fund providers. Gogent Research surveyed 1643 advisors this past spring to measure their degree of loyalty to their current providers and the likelihood of making future investments with those providers. Based on advisor responses, Cogent combined the two measures to develop a mutual fund provider commitment ranking.