Model Portfolios continue to gain popularity both locally and abroad. Early adopters such as the United States have already amassed US $6.8 Trillion in model portfolio assets.1 Through a series of industry and propriety research, we look to better understand the state of play in the industry, while providing you with valuable insights on how model portfolios can help your practice and clients.
Partnering with Investment Trends, the eleventh annual SPDR ETFs / Investment Trends 2020 Managed Accounts Report seeks to better understand how financial planners view managed accounts and the client demographics that make most sense for these structures.
This report will provide you with valuable insights to help take your practice forward, while revealing how your peers are using these solutions.
By The Numbers: A snapshot of current managed account users*
The average number of hours saved per week by managed account users
1 in 3
Users believe managed accounts are appropriate for low balance clients or millennials
Of users currently hold ETFs within their managed account portfolios
How Model Portfolios are Empowering your Client Value Proposition
Our latest proprietary research, Model Portfolio Solutions and the Client, shows Australian financial advisers top priorities include acquiring more clients and deepening client relationships. While earning and maintaining client trust was the biggest challenge to growing their practices.
But how does this compare to other markets around the world? Our research examines the perceptions, misconceptions, benefits and implementation of model portfolios from across the globe.
1 Source: Cerulli Associates, U.S. Asset Allocation Model Portfolios Report, 2019 * SPDR ETFs / Investment Trends 2020 Managed Accounts Report, April 2020. Commissioned by Investment Trends, the survey was carried out between December 2019 and February 2020. The sample of 960 respondents includes RG146 competent accountants and dealer group managers who personally provide advice.
Issued by State Street Global Advisors, Australia Services Limited (AFSL Number 274900, ABN 16 108 671 441) ("SSGA, ASL"). Registered office: Level 14, 420 George Street, Sydney, NSW 2000, Australia · Telephone: 612 9240-7600 · Web: www.ssga.com.
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