Model Portfolios and Managed Accounts
Solutions to support your business
Our goal is to help your practice thrive
Combining the scale and expertise of a large global asset manager with practice management resources and dedicated support, our solutions-oriented ecosystem is designed to shift your focus from portfolio creation to client services and practice management.
Managed Model Solutions
Access active
management
Single asset class solutions. Multi-asset model portfolios. Expertly managed by global teams.
Grow your
practice
Dedicated teams to support practice development. Specialist knowledge to build client relations. Access portfolio diagnostics and professional development.
Drive
efficiency
Spend less time constructing portfolios. Dedicate effort to building client relationships. Deliver managed and model solutions with confidence.
|
Access active management |
| Single asset class solutions. Multi-asset model portfolios. Expertly managed by global teams. | |
 |
Grow your practice |
| Dedicated teams to support practice development. Specialist knowledge to build client relations. Access portfolio diagnostics and professional development. | |
|
Drive efficiency |
| Spend less time constructing portfolios. Dedicate effort to building client relationships. Deliver managed and model solutions with confidence. | |
Learn more about Managed Model Solutions
Explore our investment solutions to fit your clients’ needs
Backed by 340 global investment professionals spanning equities, fixed income, alternatives, and multi-asset strategies, our model portfolios and managed accounts allow you to deliver dynamic solutions for the diverse needs of your clients.
Target Allocation
| Type | Product Name | Benchmark | Related Mutual Fund |
|---|---|---|---|
| Mutual Fund Model Strategy | Global Allocation Conservative Managed Account | Global Conservative Allocation Index | Global Allocation Fund - Conservative |
| Mutual Fund Model Strategy | Global Allocation Moderate Managed Account | Global Moderate Allocation Index | Global Allocation Fund - Moderate |
| Mutual Fund Model Strategy | Global Allocation Growth Managed Account | Global Growth Allocation Index | Global Allocation Fund - Growth |
Drawdown Aware
| Type | Product Name | Benchmark | Related Mutual Fund |
|---|---|---|---|
| ETF Model Strategy | Global Adaptive Capital Appreciation Managed Account | Adaptive Global Allocation 60/40 Index | — |
| ETF Model Strategy | Global Adaptive Capital Allocation Managed Account | Adaptive Global Allocation 30/70 Index | — |
| ETF Model Strategy | Global Adaptive Capital Growth Managed Account | Adaptive Global Allocation 80/20 Index | — |
Sustainable
| Type | Product Name | Benchmark | Related Mutual Fund |
|---|---|---|---|
| ETF Model Strategy | Sustainable Multi-Asset Conservative Managed Account | 80% Bloomberg US Aggregate Bond Index / 14% S&P 500 Index / 6% MSCI ACWI ex US Index | — |
| ETF Model Strategy | Sustainable Multi-Asset Moderate Conservative Managed Account | 60% Bloomberg US Aggregate Bond Index / 28% S&P 500 Index / 12% MSCI ACWI ex US Index | — |
| ETF Model Strategy | Sustainable Multi-Asset Moderate Managed Account | 40% Bloomberg US Aggregate Bond Index / 42% S&P 500 Index / 18% MSCI ACWI ex US Index | — |
| ETF Model Strategy | Sustainable Multi-Asset Moderate Growth Managed Account | 20% Bloomberg US Aggregate Bond Index / 56% S&P 500 Index / 24% MSCI ACWI ex US Index | — |
| ETF Model Strategy | Sustainable Multi-Asset Growth Managed Account | 10% Bloomberg US Aggregate Bond Index / 63% S&P 500 Index / 27% MSCI ACWI ex US Index | — |
U.S. Growth Equities
| Product Name | Benchmark | Related Mutual Fund |
|---|---|---|
| Concentrated Growth Managed Account | Russell 1000® Growth Index | Forty Fund |
| Mid Cap Growth Managed Account | Russell Midcap® Growth Index | Enterprise Fund |
U.S. Value Equities
| Product Name | Benchmark | Related Mutual Fund |
|---|---|---|
| Mid Cap Value Managed Account | Russell Midcap® Value Index | Mid Cap Value Fund |
U.S. Blend Equities
| Product Name | Benchmark | Related Mutual Fund |
|---|---|---|
| Opportunistic Alpha Managed Account | S&P 500® Index | Contrarian Fund |
Global and International Equities
| Product Name | Benchmark | Related Mutual Fund |
|---|---|---|
| Global Sustainable Equity ADR Managed Account | MSCI World IndexSM (Gross) | Global Sustainable Equity Fund |
| Global Life Sciences Diversified ADR Managed Account | MSCI World Health Care IndexSM (Gross) | Global Life Sciences Fund |
| Overseas ADR Managed Account | MSCI All-Country World ex-USA IndexSM | Overseas Fund |
Dividend Equities
| Product Name | Benchmark | Related Mutual Fund |
|---|---|---|
| Responsible International Dividend ADR Managed Account | MSCI World ex-USASM | Responsible International Dividend Fund |
| Growth and Income Managed Account | S&P 500® Index | Growth and Income Fund |
Meet the team
Client-focused investment capabilities
- Over 340 investment professionals across 25 offices worldwide
- Fundamentally driven asset allocation solutions
- Quantitatively driven asset allocation solutions
- Fundamentally driven single asset U.S., global and thematic equity strategies
Matt Peron
Director of Research
Head of Managed Model Solutions Group
Business resources
- Over 150 marketing and distribution professionals
- Portfolio Construction and Strategy
- Professional development through our Knowledge Labs programs
Adam Cohen
Analyst Relations Director,
North American Advisor Sales
Client-focused investment capabilities
- Over 340 investment professionals across 25 offices worldwide
- Fundamentally driven asset allocation solutions
- Quantitatively driven asset allocation solutions
- Fundamentally driven single asset U.S., global and thematic equity strategies
Matt Peron
Director of Research
Head of Managed Model Solutions Group
Business resources
- Over 150 marketing and distribution professionals
- Portfolio Construction and Strategy
- Professional development through our Knowledge Labs programs
Adam Cohen
Analyst Relations Director,
North American Advisor Sales
Connect with us
To learn more about Managed Model Solutions services and resources, request to be contacted by our team
