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PRODUCTS
Why model portfolios?
Discover how model portfolios can help you provide institutional-quality investment management, creating more time for you to attract new clients, build deeper relationships, and scale your practice.
What is a model portfolio—and what benefits does it offer?
A model portfolio is a mix of investment vehicles that are designed to pursue a particular investment objective, such as enhanced returns or income generation, while targeting a particular risk level. As an advisor, you can use model portfolios to construct and manage your clients' portfolios and help them achieve their goals. Model portfolios may also offer you other advantages, including:
Scale & efficiency
By spending less time on portfolio management, you can instead focus on goal-based planning and having more meaningful conversations with clients.
Investment expertise
With institutional-quality money management expertise by your side, you can allocate funds that more closely align with your clients' specific investment objectives.
Use of third-party model portfolios is on the rise
In the past few years, firms are placing a renewed emphasis on business development and strategic planning.* Model portfolios have become increasingly popular as advisors look to gain efficiencies managing their clients’ investments so they can dedicate time to these priorities.
Take a look at compelling data showcasing the growing popularity of model portfolios:
18%
The overall model portfolio market is projected to grow 18% between 2020 and 2025.†
14%
Advisors who outsource spend up to 14% more time in client-facing activities than advisors who do not outsource.^
11%
Advisors who use models spend an average of 11% of their time on investment management, while those who don’t use models spend between 18% and 25.5% of their time on investment management.^
68%
Of the advisors who outsource the investment management aspect of their jobs, 68% said it helps create stronger connections to clients.**
- * 2022 Fidelity RIA Benchmarking Study.
† Broadridge Data and Analytics, 2021.
^ The Cerulli Report, U.S. Asset Allocation Model Portfolios 2023.
** AssetMark, "The Power of Outsourcing Management," 2020.
Discover Fidelity’s model portfolios
Ready to power up your practice? Learn more about our robust model portfolios, browse our current offerings, and see the variety of ways you can use them to manage your client portfolios.
Custom model portfolios
Looking to help your firm stand out? Find out how Fidelity Custom Model Portfolios can help you scale your practice while offering solutions tailored to your firm’s preferences.
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SPOTLIGHT
Activating the Advice Value Stack®
As certain financial planning capabilities become increasingly commoditized, firms are looking to add value to their service model to help clients achieve fulfillment.
RESEARCH
Investment portfolio insights
Elevate how you build client portfolios with the latest insights on asset allocation and investing trends, all backed by our proprietary data and expert commentary.
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