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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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Report US Asset Allocation Model Port 2020 Detail

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Ryan Hanratty

Ryan Hanratty

Account Specialist


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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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.

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