U.S. Asset Allocation Model Portfolios 2024
Positioning Products for Inclusion in Model Portfolios
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.
A Note from the Authors
Asset Allocation Model Portfolio Assets to Reach $2.9 Trillion by 2026
Matt Apkarian, CFA
Associate Director
Bio →
Matt Apkarian, CFA
Associate Director
Matt 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 retirement, retail, and institutional channels.
Prior to joining Cerulli, Matt held roles in
several business units at Fidelity Investments, including Workplace Investing,
Personal Investing, and Fund Operations. Most recently, he worked as an
Investment Data Analyst for Strategic Advisers, LLC.
Full biography here.
Asset allocation model portfolio assets continue to grow as advisor practices shift the way they construct client portfolios. According to our research, asset allocation model portfolio assets are projected to reach $2.9 trillion by 2026.
The percentage of advisor assets managed by firms identifying as model users increased to 13% as of year-end 2023, while representing 18% of advisor headcount and 22% of advisor practices. Moreover, more than one-third (34%) of outsourcer advisors expect to increase their use of model portfolios over the next 12 months.
As the role of many financial advisors continues to shift in favor of financial planning offerings and outsourced portfolio construction, asset managers must consider how they can take advantage of the growing distribution opportunity asset allocation models provide.
To learn more, access The Cerulli Report—U.S. Asset Allocation Model Portfolios 2024, which assesses the current and future opportunity in the asset allocation model portfolio landscape for asset managers and third-party strategists.
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