The Riskalyze Report: Advisors shift between bond funds

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $44 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…


March 29th – April 4th

Winners (advisor flows TO these investments increased substantially):  
  1. Muni Bond (SUMAX, WMBIX, FCAMX, etc)
  2. CBRE Group (CBRE)
  3. Intermediate Bond (FTRFX, LCRAX, PTRRX, NCRLX)

Losers (advisor flows FROM these investments increased substantially):

  1. DoubleLine Total Return (DLTNX, DBLTX)
  2. Telecom stocks (T, VZ)
  3. Templeton Global Bond (TPINX)


Josh here – one observation I’l make it that there seems to be a lot more shifting going on among advisors when it comes to the bond portions of their portfolio versus anything they’re doing on the stock side. This week’s data shows a preference for muni bond funds and intermediate term strategies (duration = 7-10ish) while bond funds with a broader mandate were sold (DoubleLine, Templeton).

I’ve chalked this activity up before to the idea that advisors are probably getting a lot of questions as to rate hike-preparedness given the fascination in the media for this topic.

A word about Riskalyze:

In my practice, we use Riskalyze software tools to help assess clients’ true risk tolerance and to test portfolio configurations that match up accordingly. It’s changed our practice for the better, as I explain here.

Check it out today!

*(to state the obvious, Riskalyze does not share client sensitive data with me or use animals in testing).

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