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White Paper

Model portfolios and the future of distribution

New research shows pathways for asset managers to capitalize on emerging opportunity.

One of the strongest forces currently reshaping the financial product distribution landscape is the increased use of model portfolios. Understanding what drives model adoption has profound implications for distribution strategies and resulting profitability. Broadridge continues to unearth new insight into how and why brokers and financial advisors use model portfolios—and ways asset managers can take advantage.

Want to read the full white paper?

This original survey research from more than 500 financial advisors explains why model portfolios is on the increase — and the implications for asset managers.

Read our latest white paper to understand the trends and forces currently driving model adoption across the industry.

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