Serving Professional Buyers Online

As home offices continue to consolidate products – and advisors now rely more heavily on recommended product lists and models – the research professionals at home offices who vet funds for platforms, models, and recommended lists are becoming more influential. While most of these professional buyers use asset manager websites for due diligence, 47.6% cannot find the information that they need online. Clearly, asset management firms are not serving this audience well.

Our latest report, Serving Professional Buyers Online, analyzed survey and interview responses of professional buyers to help firms understand how to cater to this unique audience digitally. More specifically, it looks at how asset managers can make it easy for the home office to perform research and due diligence by providing in-depth information online and ways to do so efficiently and effectively.


Purchase this report to find out:

  • Practical recommendations on how to serve this unique and influential audience.
  • Insights into creating a thoughtful digital strategy that enhances relationship-building between professional buyers and your firm.
  • A strategic guide to understanding how to close this gap and create a competitive edge through professional buyer-targeted strategies.

Primary Audience: Heads of Marketing, Digital Marketing Managers, Heads of National Accounts, Heads of Distribution, Heads of Sales


The report’s findings are based on a survey of 26 due diligence professionals conducted during the fall 2017, as well as interviews in early 2018 with more than a dozen pro buyers from wirehouses, regional broker-dealers, TAMPs, independent broker-dealers, and banks, and reviews of offerings from asset managers.

Report Details
  • 64 pages
  • Released: 4/4/2018
  • Author: Tracy Needham, Senior Research Analyst at DST Research, Analytics, and Consulting, LLC


This report is available to all firms that are subscribers of our WalletShare service. If you are interested in purchasing this report, or joining WalletShare, please contact us.

Download the sample report