Morningstar’s Guide to Customizing a Model Portfolio
Morningstar’s Guide to Customizing a Model Portfolio
Demand for custom model portfolios is growing to meet investors’ needs.
Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with their client’s unique needs and preferences. With custom model assets surpassing USD 125 billion—an impressive 50% year-over-year growth—this trend is rapidly gaining momentum. What should advisors know about this evolving strategy?
Our inaugural Custom Model Portfolio Landscape report dives into the growing custom model portfolio industry. Discover Morningstar’s top analyst-reviewed portfolio allocation models, insights on how customization impacts portfolio outcomes, and more.
Download the report today to see how custom models can elevate your investment strategies.
What's Inside
What's Inside
- Gain a comprehensive overview of custom model portfolios
Explore an in-depth analysis of customization options, including asset allocation adjustments
- Uncover our researchers’ expert insights into the “dos” and “don’ts” of customizing models