Advisor Use of Model Portfolios and SMAs
Examining the competitive landscape for third-party model providers and asset managers
Advisor Use of Model Portfolios and SMAs
Examining the competitive landscape for third-party model providers and asset managers
According to our Advisor Brandscape report, approximately one in five 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.
For the first time, Cogent will also track advisor use and perceptions of leading
SMA managers, a growing product category.
Model Portfolios
Separately Managed Accounts (SMAs)
Publication Date: December 2021
Data Cuts Available:
