Boston, April 12, 2018 – Investment models can be combined to create a unique strategy, meet a client goal, or address a tax matter, and they are generated with in-house expertise or third-party experts. In the U.S. in 2017, new model exchanges or marketplaces rolled out and old model hubs were relaunched; this year will likely see more activity as service providers and technology firms jostle to serve clients.
This Aite Group Impact Note examines the status of this investment model market and its potential roadmap. It is based on February and March 2018 Aite Group briefings with senior executives at a dozen service providers and technology firms engaged in providing financial advisors with investment model access. It also uses data from Aite Group’s 2017 survey of 323 financial advisors and 2011 survey of 437 financial advisors.
This 26-page Impact Note contains 11 figures and two tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions Axioma, BlackRock, Brewin Dolphin, Charles River, Envestnet, Fiserv, Folio Institutional, Hub24, InvestEdge, MMI, Morningstar, Northfield, Orion, Palladium, Pershing, Riskalyze, Russell Investments, SEI, State Street, Smartleaf, SMArtX Advisory, TD Ameritrade, Thomson Reuters, Vanguard, Vestmark, Wilshire Associates, and WisdomTree Investments.