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.
Advisor interest in varying levels of actively managed ETF model portfolios (all active, primarily active and a blend of active and passive); Provider consideration and use for active ETF model portfolios
Model Portfolios
Separately Managed Accounts
Publication Date: December 2025
Data Cuts Available:
