Over the nine months through March 2022, assets following models quickly rose to USD 349 billion, a 22% increase. The Total Assets Following Model Portfolios Are Growing
We also provide an overview of the avenues for accessing and implementing models.īelow, we’ve highlighted six exhibits from this year’s report that emphasize some of our key findings. In our recently published 2022 Model Portfolio Landscape, we review the assets following models, the increasing breadth of offerings available, the advantages models provide, and highlight Morningstar’s ratings.
As of May 2022, more than 2,400 models were reported to Morningstar’s database, 30% of which were launched since 2019. Model providers have taken notice, delivering a variety of offerings to help meet the needs of advisors and their clients.
Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model portfolios continue to gain traction.
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