Fidelity Advisor Investment Pulse Survey

Market volatility, regulatory reforms, and political and macroeconomic shifts were top-of-mind for financial advisors across the first half of 2016. Advisors turned their attention toward portfolio management to help their clients navigate the uncertainty in the markets.

H1 2016 Survey Results

Line chart is a representation of the percentage of advisors who cited each category as an area offocus each month. Values in the circles are the average H1 2016 percentage of advisors who citedeach category as an area of focus.10% PRACTICEMANAGEMENT8% MARKETUPDATES7% CLIENTGUIDANCEJANFEBMARAPRMAYJUNH1 2016#1#2#3MARKETVOLATILITYPORTFOLIOMANAGEMENTGOVERNMENT& ECONOMY25%26%17%

What Advisors Are Focused On

“How will DOL ruleimpact our way ofdoing business”“How to handle diversification ina volatile market where clientsneed income and stability”“Keeping clients focusedon the long term andstop ‘chasing’ returns”“How to generate incomeand manage downside risk”“Reducing risk withoutreducing returns formy clients”“Interest rates, November presidentialelection, and slow growth domesticallyas a whole relative to historic GDP”

About the results

Portfolio management is consistently a top concern and was the No. 1 theme over the first half of 2016 with more than 27 percent of advisors surveyed citing it as an area of focus.

This was closely followed by market volatility and developments in the regulatory and political landscape as regulatory changes, like the introduction of the Department of Labor’s investment advice rule, and political developments, such as the Brexit vote and the U.S. election campaign, added a degree of uncertainty to global markets.

Top Five Q2 2016 Topics

  • 1

    Portfolio Management

  • 2

    Market Volatility

  • 3

    Government & Economy

  • 4

    Equity Market Valuation

  • 5

    Market Updates

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Fidelity offers a range of insights that can help advisors navigate a new era in portfolio management – focusing on both the near- and long-term environments.


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