Displaying items by tag: models

Tuesday, 24 May 2022 09:20

BNY Develops Model Portfolios for UBS

BNY Mellon is one of the biggest asset managers with $2.3 trillion in AUM, and they are expanding their offerings by building model portfolios designed for the UBS Wealth Management USA clients. They will be particularly designed to deliver more reliable results during business cycles and geared toward meeting income-generation goals with clients. The range of portfolios will come in three different income varieties: stable, strategic,  and a growth hybrid. They view this as a natural evolution of their business at BNY and they are well suited to deliver models to UBS to meet income goals.


Finsum: More investors are looking for income products and models are rapidly trying to adapt to this demand.

Published in Alternatives
Wednesday, 04 May 2022 17:34

Fidelity is Expanding its Model Options

Model portfolios continue to grow in prominence among advisors. Every quarter, a higher percentage of advisors are adopting models and AUM has been growing considerably. Some evidence suggests a lot of the AUM growth is coming from some “power users” but the movement is still broad-based. On the back of that growth, Fidelity is expanding its suite of popular model portfolios. The company has launched Fidelity Target Allocation Tax-Aware Model Portfolios, which include nine equity and fixed income mixes, each versioned for I and Z share classes. The models are available through its managed account platform, Fidelity Managed Account Xchange (FMAX), and the Envestnet platform.


FINSUM: Models are making it easier and easier for advisors to manage money and save time, which boosts margins and enhances client service overall.

Published in Wealth Management
Wednesday, 20 April 2022 19:42

The Next Wave of Socially Responsible Models

Charles Stanley is diving deeper into ESG with a new suite of model portfolios geared at responible passive investing. Jane Bansgrove will manage the model portfolios and is the investment director of Charles Stanley’s responsible investment committee. Studies have shown that many have put more emphasis on ESG and sustainability due to the Covid-19 pandemic. The funds will be available across different risk levels with different target growth rates that correspond to them. They are designed to be low cost and efficient like many other passive ESG funds.


Finsum: Model portfolios are a natural marriage with ESG, because thematic investing caters itself to a model that can make selections.

Published in Wealth Management
Monday, 04 April 2022 20:43

LPL Adds to Wealth Models

It was only eight months ago that LPL was beginning a pilot program where they would test separately managed accounts, but now they are jumping in full force by allowing investors SMA strats in their Model Wealth Portfolios platform. This platform has grown to $83 billion in assets in recent years. These models will range in variety and flavor as well with some being developed by LPL while others will be from third-party managers. This strategy helps LPL give institutional-type options to everyday investors with lower fees.


Finsum: Models are moving from a buzzword to an important option for advisors.

Published in Eq: Tech
Thursday, 31 March 2022 19:37

New Disruptive Tech Model Portfolios

Global X ETFs is launching a new model portfolio concentrating its theme on tech disruption and other global structural changes. The models were developed by CIO Jon Maier at Global X and hope to capture the disruptive growth that many tech companies have benefited from in the last two decades. This comes as part of a larger trend in Global X and other US-based ETF companies to capture the Euro area markets. The Euro area has been dominated by low return high fee funds and has been a ripe market for higher returning lower fee ETFs. These thematic funds can capture areas of the economy that are poised for rapid growth.


Finsum: Rising interest rates could make it tough on growth funds over the next 3-5 years.

Published in Eq: Tech
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