The Growing Importance of Model Portfolios
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This month’s episode features two familiar guests, ISS Market Intelligence’s Mark Hamper, Head of Client Data Strategy - Global Distribution Intelligence, and Benjamin Reed-Hurwitz, EMEA Research Leader. Mark and Benjamin join our host Goshka Folda, Global Head of Research at ISS MI, to discuss the rise of model portfolios and their significance to fund flows in the UK, which allows advisers to outsource asset allocation and fund selection, seems well-positioned to capitalize on the ongoing shift away from the “adviser as portfolio manager” value proposition narrative. The dislocation of the investment process away from the adviser, however, will add complexity to the wholesaling equation and may necessitate a rethink of determining wholesalers’ number one target.
