A recent report by Cogent Research shows there has been a shift in advisors' commitment to their current fund companies. In its 2011 Advisor Brandscape report, the research firm reported on advisor trends and product usage among 1,643 retail investment advisors across all major distribution channels.
Compared to last year, it found that T. Rowe Price and Legg Mason experienced the biggest gains in overall advisor commitment. The Hartford, Dodge & Cox, and Eaton Vance all lost significant ground relative to their respective 2010 rankings. J.P. Morgan Funds ranked second overall behind Dimensional Fund Advisors, which placed first for the second year in a row.
Cogent Research bases its mutual fund provider commitment scores and rankings on advisor loyalty to their current providers and their anticipated future investment with those advisors. Individual results across all 24 providers included in the ranking are indexed, and then separated into four groups: Stars, Leaders, Players and Drifters.
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