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Webinar: U.S. Asset Allocation Model Portfolios | Innovation, Distribution, and Adoption



Brendan Powers, CFA
Associate Director, Product Development

Financial advisors are increasingly being influenced to adopt asset allocation model portfolios as a means to create a more scalable, consistent portfolio construction process. To meet current and expected future demand, asset managers and third-party strategists continue to promote and expand their model offerings. Join Cerulli’s Brendan Powers, CFA for a closer look at the key factors influencing the rise of asset allocation models and understand how model providers are building, distributing, and supporting the models.

This presentation addresses

  • What asset allocation model portfolios are and the key elements of the model ecosystem.
  • The addressable market opportunity for models and other portfolio construction solutions by advisor portfolio construction segment.
  • How advisors are accessing models and where model providers foresee opportunity for future distribution.
  • The key decision points for model providers that are currently offering or are considering offering models. These include model objectives, model design specifications, distribution strategy, and service/support requirements.


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