WisdomTree Study Reveals Investors View Model Portfolios as More Sophisticated Approach to Asset Allocation, Yet Adoption Remains Low - Seite 2

“WisdomTree is committed to innovation in the advisor solutions space and with the proliferation of model portfolios over the last five years, we believe we’ve completed the most in-depth research study of its kind to help advisors understand investors’ perceptions of models – which will ultimately help them growth their business,” said Jarrett Lilien, President and COO at WisdomTree. “We’re particularly excited about how the data we produced will shape the industry going forward and increase adoption of third-party model portfolios.”

Investors view each applied model portfolio as a tailored response to their unique investment goals

• More than 90% of investors see the advisor as a critical part of their financial success and third-party models can help position them as the quarterback of the relationship
• 58% of investors would switch advisors if they properly promoted a models-based practice
• 86% of investors welcome model portfolios and nearly half of investors believe their advisor is already using one

Investors believe that with the use of model portfolios, the advisor is applying the appropriate technical approach by accessing valuable research and data from asset managers and combining it with their intimate knowledge of the client’s specific needs.

About the Research
A hybrid approach was applied to the research including quantitative and qualitative methods. The research was conducted with Investors and Financial Advisors. The robust Investor quantitative work was fielded in January 2020 with a 2.3% margin of error and relaunched in March of 2020 (post-volatility). Both phases were fielded among over 2000 high net worth, multi-generational targets. More details on the research can be viewed on the WisdomTree Model Portfolios site here. 

There are risks involved with investing, including possible loss of principal. This information is not personalized investment advice or an investment recommendation from WisdomTree, and is intended for use only by a third party financial advisor, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial advisors are responsible for making their own independent judgment as to how to use this information. WisdomTree does not have investment discretion over or place trade orders for any portfolios or accounts derived from this information.