ESG Tops Model Portfolio Plans among Asset Managers

December 9, 2021, Needham, MA – As model portfolio adoption grew over the last decade, many asset managers viewed the space as a new avenue to deliver their intellectual capital. According to findings from FUSE Research Network’s recently published Product Management & Development 2021, asset managers have focused on traditional solution offerings for their foray into the model space. More than half of surveyed asset managers currently offer the following three model strategies: Income generation, Completion portfolios and Standard/MPT (modern portfolio theory). However, when it comes to new models, more than 45% of asset managers are planning to offer environment, social and governance (ESG) models (just 18% currently offer an ESG model).

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