Report

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

$19,500

Discounts available for bulk purchase

Report US Asset Allocation Model Port 2020 Detail

Buy Now

Ryan Hanratty

Ryan Hanratty

Account Specialist

Summary

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.

Included with Purchase

Methodology

Methodology

Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

Executive summary

Executive Summary

Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.

Interactive report dashboard

Interactive Report Dashboard

Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.

Analyst support

Analyst Support

Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends.

Data

Data Behind the Report

Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.

Digital

Digital Access

Access your reports digitally anytime, anywhere, on any device through our client portal.

A Note from the Author

Why Asset Allocation Models, Why Now?

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Bio →

Brendan Powers, CFA

Brendan Powers, CFA

Associate Director

Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.

Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.

Full biography here.

Model portfolios are increasingly being woven into asset managers’ core offerings alongside component mutual funds and exchange-traded funds (ETFs). According to our research, nearly three-quarters (74%) of model providers believe that models are an essential part of remaining relevant in the industry. Offering models allows asset managers to engage with advisors on two fronts. They enable firms to work with practices that may not normally be engaged with by sales teams either due to their (lack of) size or because they operate as investment outsourcers. Simultaneously, sales teams appreciate the conversation openings that using models and their accompanying commentary as thought leadership can provide. Supplying resources that materially impact portfolio construction efforts can help managers cut through the barrage of content that advisors receive from service providers.

Unaffiliated broker/dealer (B/D) managed account platforms are the top method of model distribution for asset managers. 70% of model providers view the wirehouse channel as a top-five opportunity to grow assets—a percentage that has grown from 25% in 2018. Why? It’s the channel that boasts nearly $9 trillion in assets and is slowly opening shelf space for nonproprietary models. Furthermore, many B/D home offices are also pushing advisor practices to firms to explore investment outsourcing, so that advisors can dedicate more energy to client relationships. This has created new optimism and openings for model providers to partner with firms at the home-office level.

If you are interested in exploring the multi-faceted dynamics driving asset allocation model growth, explore our latest report today. Use it to uncover opportunities for product development and new distribution possibilities, and gain a comprehensive breakdown of the addressable market. Access these insights today.

Contact Us

Want More Information?

Learn more about this report and related Cerulli research.

Contact Us

You May Also be Interested in:

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar
Consulting Page module Rocket 120820

Custom Research & Strategic Consulting

Cerulli for Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

Learn More

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.