U.S. Asset Allocation Model Portfolios 2024
Define Future Asset Allocation Model Portfolio Opportunities
- Gain a deeper understanding of the modifier persona for asset allocation model portfolio users
- Explore the operational infrastructure that facilitates model portfolio functionality
- Learn about fees associated with managed accounts, model portfolios, and investment products
- Evaluate how model providers are offering customized solutions for model portfolios
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Summary
Advisors are increasingly looking for assistance when it comes to portfolio construction, either through resources provided by their own firm or through assistance from asset managers and third-party strategists. Demand for these services can be expected to increase as more managed account sponsors propose advisors spend less time on portfolio construction and more time on goals-based planning and client acquisition. Use this report to define and size the current and future opportunity in the asset allocation model portfolio landscape, including a review of the perspectives of the financial advisors, model marketplaces, and model providers.
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