• FlexShares.com

In the past, there was a tendency to favor external management for larger accounts, perhaps because of their complex needs. Today, it seems that advisors who opt for third-party investment management view the choice as suitable for portfolios of all sizes and complexity, including new accounts and smaller accounts, which saw large increases in the use of third parties (from 7% in 2018 to 17% in 2020 and from 13% to 22%, respectively). However, we do see that among both the smallest firms ($75 mi
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