Managing portfolios is hard work in the best of times, but it can put even more strain on financial professionals during volatile environments. Whether it’s COVID-19 or the next market challenge, model portfolios offer expert management to see your clients through the uncertainties... and time savings to see them more often.
How models help financial professionals navigate volatility
Financial professionals say outsourcing delivers greater portfolio oversight1
Financial professionals want asset manager support on portfolio construction and risk management2
Financial professionals say outsourcing provides access to broader range of investments 1
A FINANCIAL PROFESSIONAL’S MOST TRUSTED RESOURCE DURING COVID-193
1AssetMark, 2019 Impact of Outsourcing Study.
2Broadridge Financial Solutions, 2020 advisor survey.
3ISS MI Market Intelligence, Trends in Asset Management Distribution, April 2020.
4Cerulli Associates, U.S. Asset Allocation Model Portfolios 2020.