The Model Portfolio Landscape in 5 Charts
What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.
What to know about the rapidly growing list of third-party model portfolios advisors have to choose from.
Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar’s 2020 Model Portfolio Landscape.
Two key reasons for the proliferation of these portfolios include: