- Total market assets for asset allocation models remain difficult to quantify, but adoption is nearly universal: 94% of surveyed advisors use models in some capacity, according to our forthcoming Advisor Top Trends for 2026.
- Asset manager success requires a strong and coordinated distribution effort:
- National Accounts to secure platform placement, engage research teams, and promote vehicles for recommended lists and model inclusion.
- Sales teams to leverage relationships to drive flows into approved models and influence allocations where discretion exists.
- The ongoing adoption of outsourced investment solutions, from pre-packaged to fully customizable, will further elevate the importance of focused, highly skilled distribution teams.
