U.S. Asset Allocation Models: Differentiation and Distribution

June 27, 2023

During this discussion, Matt Apkarian, CFA, addresses portfolio construction and distribution technology, top product development initiatives for model providers, and how managers can win shelf space on increasingly crowded distribution platforms. For model providers, portfolio strategists, and distributors, this webinar provides Cerulli’s macro views on future development and distribution opportunities.

Key points:

- Advancements in portfolio construction and distribution technology enabling model providers to efficiently deliver solutions to advisors

- How model providers plan to meet a wider range of client objectives, including a greater focus on customization and tax optimization

- Actively managed exchange-traded funds (ETFs), separate accounts, and alternatives and heightened interest in expanded vehicle use

- Platform distribution challenges and opportunities for winning shelf space