Model portfolios are an attractive investment vehicle for advisors to outsource some, or all, of their portfolio construction responsibilities to focus on more holistic financial planning. Offered by asset managers, they provide financial advisors with the opportunity to effectively scale their business, with some models now also offering customizability. The trend of leveraging model portfolios is continuing to grow, with our researchers noting a 62% increase in model portfolio assets since our last survey.

Morningstar’s 2025 US Model Portfolio Landscape report analyzes the model portfolio industry, asset flows, launches and closures, fees, portfolio composition trends, and more.

Download the report to learn how to take advantage of this investment opportunity for your portfolio management.