Over the past decade, the growing popularity of model portfolios (“models”) has prompted asset managers to continually expand their product suites and demonstrate their value to wealth management firms and their advisors in new and increasingly innovative ways.
As client demand evolves and new technology offerings enhance the ability to customize and scale efficiently, asset managers across the board are constantly reassessing and refining their model offerings.
Over the coming months, Alpha FMC will be publishing a three-part series exploring the most pressing questions facing asset managers looking to expand and scale their model portfolio offerings.
