U.S. Asset Allocation Models: The Rise of Customization and Personalization
December 8, 2022
As model portfolios continue to gain traction among financial advisors—the size of the model target segment increased to $8.0 trillion in 2021, up from $7.2 trillion in 2020—demands from broker/dealer (B/D) home offices and individual registered investment advisor (RIA) practices for customized products are beginning to increase. Join Cerulli’s Matt Apkarian, associate director, for Cerulli’s views on the most important trends ahead for model providers and distributors.
Don’t miss out! For asset managers and sponsors, this webinar will uncover many top-of-mind trends and the implications for market players. Attend to:
- A strategic overview of the asset allocation model market, including model marketplace sizing, advisor adoption, and projected demand
- An assessment of emerging demand for tax efficiency and customization from advisors
- Asset allocation sales and organization structure
Presented by:
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.
Summary
As model portfolios continue to gain traction among financial advisors—the size of the model target segment increased to $8.0 trillion in 2021, up from $7.2 trillion in 2020—demands from broker/dealer (B/D) home offices and individual registered investment advisor (RIA) practices for customized products are beginning to increase. Join Cerulli’s Matt Apkarian, associate director, for Cerulli’s views on the most important trends ahead for model providers and distributors.
This 45-minute presentation will provide:
- A strategic overview of the asset allocation model market, including model marketplace sizing, advisor adoption, and projected demand
- An assessment of emerging demand for tax efficiency and customization from advisors
- Asset allocation sales and organization structure
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