Seizing the next model moment

Overview

Model portfolios have become foundational in how advisors deliver value, deepen relationships and scale their practices. As the industry shifts toward more customized, scalable solutions, the opportunity to deliver differentiated value has never been greater. Advisors are looking for partners who can help them simplify practice management, unlock new sources of return and serve clients with precision and purpose.

We outline four key pillars for model providers looking to seize the model moment:

1. Accelerate growth with customization
2. Differentiate with active strategies
3. Unlock value through evergreen private markets vehicles
4. Turn implementation into a competitive advantage

Accelerate growth with customization

Customization has shifted from “niche” to “necessity.” Assets in custom models have quadrupled in 3 years.

Why it matters: A staggering $105 trillion in wealth is expected to be transferred to heirs by 2048 and this next generation has a fundamentally different mindset on portfolios and investing than their parents.¹ Next-gen investors expect more than public markets; they want custom solutions blending active & private exposures.