The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge


The Rise of Model Portfolios

Understand how and why advisors, broker/dealers and asset managers are increasingly using model portfolios.

The Rise of Model Portfolios

One of the strongest forces currently reshaping the financial product distribution landscape is the increased usage of model portfolios by advisors. Understanding how and why advisors are using model portfolios provides insight into the ideal sales approach necessary to capture model-driven fund and ETF assets, and it has profound implications for asset managers’ distribution strategies and resulting profitability. This article aims to shed light on the emerging trend toward model portfolios and identify key drivers. It will also explore industry responses and implications for the various players. Market sizing information will also be provided.