Improved Profiles Lead BlackRock, Invesco and Store Managers to The Wealth Advisor’s New Model Portfolio Selection Guide


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The segmentation of strategic “software-driven” coverage from TAMP platforms creates space for innovative portfolios to shine in the shadows of the billion dollar giants

Improved Profiles Push Companies Toward The Wealth Advisor’s New Model Portfolio Selection Guide

Improved Profiles Push Companies Toward The Wealth Advisor’s New Model Portfolio Selection Guide

Improved Profiles Push Companies Toward The Wealth Advisor’s New Model Portfolio Selection Guide

SANTA MONICA, Calif., October 22, 2021 (GLOBE NEWSWIRE) – The Wealth Advisor, a publication of Marina Media LLC, today announced the upcoming launch of the first SMA model portfolio and strategists: manager profiles and selection guide (the Guide) and associated digital dashboard (the Dashboard), the weekly industry news channel, and other media initiatives designed to highlight innovative investment strategies that would otherwise be lost to as turnkey asset management (TAMP) platforms and model markets proliferate.

“We’re thrilled to have the implicit vote of support from the trillion dollar ETF sponsors, but the real story here is the evolution of how investment ideas are brought to the market. of today’s wealth management. The technology that supports outsourced client portfolios (TAMP) took years to gain traction among advisers who insisted that stock picking responsibility was their fundamental value proposition. Now that the TAMP approach finally has that traction, it’s time to move from “hardware” to applications on the platform: the third – the party models themselves. “

Scott Martin, Editor-in-Chief
The heritage advisor

BlackRock and Invesco have already joined many smaller asset management firms with profiles in the inaugural edition of the Guide, seizing the opportunity to help define the attractiveness of the model investing only for independent financial advisers and their clients.

“We’re thrilled to have the implicit vote of support from the trillion dollar ETF sponsors, but the real story here is the evolution of how investment ideas are brought to market. wealth management today, ”said Scott Martin, editor-in-chief of Wealth Advisor. -Chief. “The technology that supports outsourced client portfolios (TAMP) took years to gain traction among advisers who insisted that responsibility for stock selection was their fundamental value proposition. Now that the TAMP approach finally has that traction, it’s time to focus on the ‘hardware’ to the applications on the platform: the third-party models themselves. “

While typical TAMP menus provide fully quantitative profiles of each investment model on the platform, the Guide will communicate directly with the advisers who are ultimately responsible for selecting and monitoring managers. Each participating model provider will have a space to build a story around What its strategies accomplish, How? ‘Or’ What advisors can integrate them into their clients’ portfolios, and why a differentiated approach adds value to client relationships strained by market volatility.

A first pilot program has already achieved significant gains in assets under management (AUM) for boutique asset management companies such as Rareview Capital LLC, which attributes significant AUM gains to its profile in the Guide’s sister publication, America’s best TAMPs and TAMP strategists.

“We have a great story to tell,” said Neil Azous, Founder and Chief Investment Officer of Rareview. “But in a world of similar investing solutions, you need a place to tell that story where it won’t just get lost in a routine quantitative screen or buried in empty buzzwords. The Wealth Advisor gave us this place where advisers would hear our story, and that translated into substantial asset flows in 2021. “

Martin agrees that the theoretically infinite open investment architecture of many TAMPs may prevent advisors from discovering truly innovative solutions.

“If the TAMP is the hardware, the space on the platform is virtually unlimited,” Martin said. “The endless choice tends to create paralysis, pushing many advisers towards vanilla index funds that work decently but fail to deliver the kind of truly personalized client outcomes that next generation strategists can deliver: better tax efficiency , smarter income streams, better risk-reward profiles and responsiveness to market conditions. “

“These factors just don’t show up on the passive screen. You need a narrative to demonstrate how these strategies improve the conventional efficient frontier,” Martin said. “That’s why we showcase a variety of SMA solutions and model portfolios through our PDF magazine and digital dashboard. Investment advisers and brokers / traders need help with the due diligence process. “

THE FUTURE OF INVESTMENT BEYOND ETFs

Using an easy-to-understand metaphor, Martin explains the New Frontier as follows: “LATs are the technological framework, the ‘hardware’ that provides investment ideas. Strategies or Templates are the applications that advisors can select from the menu. With BlackRock Separately Managed Accounts, for example, advisors can create personalized portfolios for their most complex clients and have more time to focus on what matters to them. Managed models if the advisor wants the provider to manage rebalancing using technology that automates portfolio transactions and harvesting tax losses. “

THE NEXT FRONTIER: PROFITABILITY WITH INFINITE CUSTOMIZATION

According to internal research from The Wealth Advisor, the wealth management landscape has evolved from mutual funds to ETFs to structures that combine the best aspects of both worlds, giving end users pure access to the best investment ideas. more sophisticated.

As ETFs give way to the new model-only or native model investment category, the investment advisor can now come up with the world’s best ideas for next to nothing. As a result, cost reduction is no longer so much of a challenge from an advisor’s point of view, as the cost of building and maintaining the portfolio becomes minimal.

“Just as ETFs are more efficient than conventional mutual funds, native model investing is more efficient than ETFs. This is the future, ”concluded Martin.

The first one SMA model portfolio and strategists: manager profiles and selection guide will be published on January 1, 2022. Asset managers interested in participating can obtain more information on the criteria and reporting requirements at https://lp.thewealthadvisor.com/MPSS-Deck-Request.html.

ABOUT THEWEALTHADVISOR.COM

Since 2009, The Wealth Advisor has provided news, opinion and education to wealth managers and advisors. The point of sale brings its readers the latest information vital to their business, reducing the need to review dozens of industry news and publications. The Wealth Advisor is headquartered in Los Angeles, California, with correspondents in Los Angeles, New York and beyond. The Wealth Advisor is part of Marina Media, LLC. Learn more about www.TheWealthAdvisor.com.

Press contact:

Marie Swift or Leesy Palmer
Impact Communications, Inc.
913-649-5009
[email protected]
[email protected]

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