Press Releases

Press Releases

——Press Releases——
December 12, 2019
Advisors and Fund Managers Are Keenly Interested in Model Portfolios

December 12, 2019, Needham, MA – Advisors are continuing to shift a significant portion of client assets into model portfolios. According to our survey of financial advisors in conjunction with WealthManagement.com, currently 41% of client assets are in model portfolios, with that number increasing to nearly 50% by 2021. With advisor demand intensifying, model portfolio product development is expected to be a major area of focus as fund managers plan for 2020 and beyond. In fact, according to FUSE Research Network’s BenchMark Series study Product Management & Development 2019, more than 87% of firms are currently offering, vetting or preparing to launch model portfolios over the next 12 months.

For the complete press release, click here.

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