U.S. Asset Allocation Model Portfolios 2021
Improving the Advisor Experience
Win Advisor Assets. Combat Fee Pressure.
- Review the advisor experience with model portfolios, from access and sourcing, to implementation, to ongoing use and review
- Analyze financial advisors whom Cerulli categorizes as “modifiers,” or those who start with model portfolios and make changes to them
- Dive into model design, including how asset managers are working together to create optimal model portfolios, how fee compression impacts models, and how vehicle use is changing
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Define and size the current and future opportunity in the asset allocation model portfolio landscape with Cerulli's report. This includes a review of the perspectives of the financial advisors, model marketplaces, and model providers.
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