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, 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.
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
Model Portfolios
Separately Managed Accounts
Publication Date: December 2022
Data Cuts Available:
