Long-term results depend on how you allocate assets in the core. That’s because the core is the largest part of a portfolio. Simply put, it all starts with asset allocation.
Leave the asset allocation to us! With institutional-quality ETF model portfolio solutions, you can efficiently provide core strategies for your clients.
The portfolio allocation process typically begins with determining the core. It provides a stable foundation to pursue specific investment goals—from managing risk and generating income to growing capital through diversification.
But not all model portfolios are created equally. Embracing the right model portfolio can improve your operational efficiency and ability to respond to client’s needs.
The best core portfolios offer:
Partnering with Investment Trends, we’ve gathered data and insights on how financial planners are using managed accounts, now and into the future.1
Our latest research explores:
1 SPDR ETFs / Investment Trends 2021 Managed Accounts Report, April 2021. Commissioned by Investment Trends, the survey was carried out between December 2020 and February 2021. The sample of 905 respondents includes RG146 competent accountants and dealer group managers who personally provide advice.