What is a Model Portfolio Research Service?

A Model Portfolio Research Service offers your investment committee a straightforward way to access expertly managed investment portfolios that match specific risk profiles and financial goals. Built and continuously adjusted by us, these portfolios are designed to reflect current market conditions and long-term investment insights.

For investment committees, the service provides a streamlined solution: ready-to-invest portfolios that blend convenience with the benefits of active portfolio oversight. It’s a smart way to offer tailored strategies without the complexity of building each portfolio from scratch.

Why Use Model Portfolio Research?

Model portfolios are ideal for investors who want a balance of professional management and efficiency.

Here’s what makes them appealing:

  • Product Menu Extension
    Extend your product menu beyond your core capabilities to offer additional investment mandates to your clients.

  • Expert Oversight
    Portfolios are built and maintained by seasoned professionals within the specific asset class.

  • Cost Efficiency
    By using pre-constructed models, investors can often access high-quality portfolio management at a lower cost.

  • Time-Saving
    With ready-to-go portfolios, there’s no need for constant research or decision-making.