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2024 Model Portfolio Landscape

Model portfolios continue to expand, increasing to nearly $424 billion USD.  

With model portfolios growing by 48% over two years, it's clear that their increasing popularity gives advisors a strong framework for evaluating the best options for their clients and their risk targets. But are you unsure of where to start?

Our 2023 Model Portfolio Landscape report looks at the broader model portfolio industry, particularly asset growth, model providers, portfolio launches, fees, and future outlooks. 

Get the full report to discover growth opportunities for your clients' portfolios.

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What's Inside:

  • A breakdown of the largest model providers 
  • The influence of allocation models on the landscape 
  • The competitive edge model portfolios have against mutual fund peers 
  • How customization is expected to impact the industry’s future 

Get the Report