Escalent
Escalent
Cogent Syndicated

According to our Advisor Brandscape® report, more than one in four (27%) advisors expects to rely more on model portfolios and spend less time on portfolio construction over the next year. Many are turning to model portfolios to scale their business, ensure more consistency and meet the needs of multiple types of clients simultaneously. At the same time, a majority of advisors report using custom models that they have created or modified themselves, highlighting the importance of offering portfolio construction tools and resources. Whether advisors take a fully outsourced approach or hybrid approach in their use of model portfolios, this trend has the potential to dramatically alter the relationship between advisors and asset managers in the near future.

New This Year

Uncovering which platforms advisors are using to access model portfolios; A second year of trending key brand metrics for leading SMA managers; Dig into the use of direct indexing solutions; Determine brand awareness of providers for direct indexing solutions

Methodology

  • 400 financial advisors
  • Web-based survey conducted October–November 2022

Areas of Inquiry

Model Portfolios

  • Current and anticipated use of model portfolios
  • Unaided consideration of third-party model providers (asset managers or TAMPs)
  • Aided awareness of third-party model portfolio providers
  • Brand imagery association (e.g., offers portfolio construction tools that meet advisor’s needs, is a leader in asset allocation)
  • Model provider penetration (usage)
  • Unmet needs and expectations related to portfolio construction
  • Use of ESG model portfolio providers

Separately Managed Accounts

  • Current and anticipated use of SMAs
  • Unaided consideration of SMA managers
  • Aided awareness of SMA managers
  • Penetration for SMA managers
  • Direct indexing use and brand awareness

Subscription Details

Publication Date: December 2022
Data Cuts Available:

  • Channel (National, Regional, Independent, Bank, RIA)
  • Advisor AUM
  • Advisor age
  • Heavy users of models provided by asset managers and other third-party providers

Investment: Contact Us

Advisor Use of Model Portfolios and SMAs_Fact Sheet
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