Advisor Use of Model Portfolios and SMAs

While managed account assets are growing year-over-year, advisors’ reliance on model portfolios is increasing more slowly than anticipated. To overcome limitations to use and expand distribution for their model portfolios, model portfolio providers must convince advisors of the benefits of partnering with external providers.

In this report, we’ll dive deeper into ways to better support the use of model portfolios for affluent clients and reveal which providers are succeeding in meeting the needs of advisors.

Areas of Inquiry

Model Portfolios

Current and anticipated use of model portfolios
Unaided consideration of third-party model providers (asset managers)
Aided awareness of third-party model portfolio providers
Brand imagery association (e.g., offers portfolio construction tools that meet advisors' needs, is a leader in asset allocation)
Model provider penetration (usage)
Ways to better support the use of model portfolios when serving HNW clients

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

Advisor Use of Model Portfolios and SMAs

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Areas of Inquiry

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