Displaying items by tag: models

Thursday, 13 June 2024 17:53

Thematic Model Portfolios Still Trending

Fint Invest is the latest digital platform offering model portfolios tailored to retail investors, built around investment themes being developed by IronMarket Wealth. Fint Invest allows users to choose portfolios focused on climate change, disruptive technologies, or eSports, with risk levels determined by Oxford Risk’s assessment. 


Managed by IronMarket Wealth, these portfolios come with an annual fee of 1%, covering all associated costs. Co-founders of Algo-Chain and IronMarket Wealth's Wes Wilkes lead the investment committee, aiming to help the next generation invest more effectively. 


The app's portfolios, fully invested in ETFs, provide cost-effective and efficient options for thematic investing. Co-founders Curtis and AJ Pritchard, famous from Love Island and Strictly Come Dancing, are spearheading the marketing efforts to engage younger investors through educational initiatives with universities and schools.

Finsum: Celebrity pairing is interesting and could bring a new generation of investors particularly with these themes at their core. 

Published in Wealth Management

Advisors are constantly looking for the latest tools that can help them manage their practice more efficiently without giving up returns in exchange. With the rapid developments in model portfolios, the technology is finally there to deliver the aforementioned goals in a timely manner. 


Utilizing these models helps advisors draw on institutional expertise while still customizing to address each client's unique needs, ensuring a consistent experience for all clients. This strategy combines the benefits of professional research with the advisor’s ability to manage and optimize portfolios, facilitating both improved performance and efficient firm scaling. 


By employing technology for asset research and replacement, advisors can integrate customization, allowing them to dedicate more time to client relationships and business growth.

Finsum: This efficiency gained by streamlining portfolio construction allows advisors to improve their relationships with clients. 

Published in Wealth Management
Saturday, 11 May 2024 08:02

Alts Models to the Masses

Monday heralded the unveiling of a new investment suite by the firm, iCapital Model Portfolios, aimed at elevating advisors' asset-allocation strategies to a new echelon of diversification. 


Lawrence Calcano, iCapital's Chairman and CEO, voiced enthusiasm about the debut, highlighting its innovation in integrating alternative investments into client portfolios. Among the offerings stands the iCapital Multi-Asset Portfolio (iMAP), strategically engineered to blend income and growth through a selection of top-tier private equity, private credit, and real asset funds. 


These portfolios, actively curated by iCapital's research team, aim to deliver total returns with diminished volatility compared to traditional assets, assuaging client concerns during market fluctuations. With aspirations to broaden the lineup and accessibility to over 100,000 financial advisors, iCapital aims to perpetuate the simplification and enrichment of the investment experience for advisors and clients alike.

Finsum: Model that can capture uncorrelated returns a necessary niche in the evolving landscape.

Published in Wealth Management

A new breed of end to end third party operating models could provide handsome cost savings, spawn new and innovative business models and stoke up new streams of revenues, according to bcg.com. That outlook’s based on a new report, titled Scalable Tech and Operations in Wealth and Asset Management,    by Boston Consulting Group and FNZ, a global end to end wealth platform.

“Wealth and asset managers are faced with a myriad of challenges, and it’s clear that partnering with end-to-end third-party operating models can yield benefits and create competitive advantage if done right, despite running counter to certain long-established practices,” said Akin Soysal, a BCG managing director and partner and coauthor of the report.

"Customer demands for personalized wealth solutions are steadily rising along the value chain, requiring wealth and asset managers to make further investments," noted Din Mustaffa, group chief strategy officer at FNZ, according to finance.yahoo.com. "It's important to note that while most of these changes will require technology as an enabler, operating models will also need to be adjusted to navigate the shifting landscape in a cost-effective manner."


Published in Wealth Management

According to survey findings published by Natixis Investment Managers, fund selectors are enhancing their model portfolio offerings. Natixis surveyed 174 investment professionals in North America who are responsible for their firms’ top-of-the-house selection of funds into which $18.7 trillion in client assets are invested among private banks, wirehouses, registered investment advisors, independent wealth managers, and other advisory firms. The findings are part of a larger global survey of 441 professional fund selectors, which was conducted in December 2022. Based on the survey results, fund selectors are enhancing their offerings because model portfolios help to streamline the investment management process (86%), enable advisors to spend more time addressing client needs (82%), and help to ensure a consistent investment experience for clients (77%) while managing risk exposure for the firm (78%). They also agree that heightened market volatility is accelerating advisors’ use of model portfolios (65%), while models enhance the alpha potential for their clients (62%). The survey also found that 58% of fund selectors are finding a greater need for specialty models to complement the core models that advisors use for building client portfolios. The types of specialty models include models with enhanced customization tailored to high-net-worth clients (46%), models with a focus on alternatives (42%), income generation (43%), tax management (38%); sustainability (34%), and thematics (28%).

Finsum:Based on the results of a Natixis survey, fund selectors are enhancing their model portfolio offerings to help to streamline the investment management process, and enable advisors to spend more time addressing client needs, while managing risk exposure for the firm (78%).

Published in Wealth Management
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