U.S. Asset Allocation Model Portfolios: Innovation, Distribution, and Adoption
April 28, 2020
Financial advisors are increasingly being influenced to adopt asset allocation model portfolios as a means to create a more scalable, consistent portfolio construction process.
Presented by:
Brendan Powers, CFA
Director
Bio →
Brendan Powers, CFA
Director
Brendan 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 retail and institutional channels.
Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.
Full biography here.
Summary
Financial advisors are increasingly being influenced to adopt asset allocation model portfolios as a means to create a more scalable, consistent portfolio construction process. To meet current and expected future demand, asset managers and third-party strategists continue to promote and expand their model offerings. Join Cerulli’s Brendan Powers, CFA for a closer look at the key factors influencing the rise of asset allocation models and understand how model providers are building, distributing, and supporting the models.
This presentation addresses:
- What asset allocation model portfolios are and the key elements of the model ecosystem.
- The addressable market opportunity for models and other portfolio construction solutions by advisor portfolio construction segment.
- How advisors are accessing models and where model providers foresee opportunity for future distribution.
- The key decision points for model providers that are currently offering or are considering offering models. These include model objectives, model design specifications, distribution strategy, and service/support requirements.
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