Everything you need to know about model portfolios, from the basics to evaluating the right one and constructing portfolios.
Take the challenge and test your model portfolio knowledge with this single-question quiz.
Which of the following structures can be used to implement a managed account?
Managed accounts can be implemented in different structures, creating flexibility for the model portfolio users. Now learn about the different times of asset allocation.
Sorry, Wrong Answer.
Managed accounts can be implemented in different structures, including separately managed accounts (SMAs), managed discretionary accounts (MDAs), unified managed accounts (UMAs) and more bespoke individually managed accounts (IMAs).
What is Strategic Asset Allocation?