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Model Portfolios as a Source of Sophisticated, Scalable Asset Management Solutions

Outsourcing model development delivers expertise, scalability, and convenience to intermediaries and institutions

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Model Portfolios

Amid investor interest in a broader investment universe and tailored portfolios, asset managers and advisers increasingly view model portfolios as an efficient way to provide their growing client base with institutional-grade, cost-effective solutions that focus on well-defined investment objectives.

Model portfolios are typically composed of specific asset allocations designed to align with investors objectives or values.

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