Model Portfolios
Multi-asset solutions to support your business
Janus Henderson’s model portfolio offering is built for clients looking for sophisticated multi-asset solutions. Our fundamental methodology encompasses strategic asset allocation (SAA), dynamic asset allocation (DAA), quantitatively-driven Adaptive allocation, open architecture fund selection, and our JHI EdgeTM proprietary analytics platform, all of which can be accessed and leveraged across a wide range of platforms.
Active management
Model portfolios are expertly managed by global teams, including both fundamentally- and quantitatively-driven asset allocation solutions.
Client-led solutions
Our suite of offerings includes widely available turnkey model products as well as bespoke model design for advisor Outsourced CIO models, custom platform models, and product-agnostic portfolio consultation.
Practical guidance and business resources
The model portfolio business is supported by our Solutions Group resources, including access to timely thought leadership, practice management support, and model solutions specialists.
Learn more about model portfolios
Explore our open-architecture model portfolios
Backed by 340 global investment professionals spanning equities, fixed income, alternatives, and multi-asset strategies, our open-architecture model portfolios allow you to deliver dynamic solutions for the diverse goals and needs of your clients.
Target Allocation
| Model Components | Product Name | Benchmark |
|---|---|---|
| Mutual Funds and ETFs | Global Multi-Asset Capital Preservation Managed Account | 15% Russell 3000 Index / 5% MSCI ACWI ex US Index / 80% Bloomberg US Aggregate Bond Index |
| Mutual Funds and ETFs | Global Multi-Asset Conservative Managed Account | Global Conservative Allocation Index |
| Mutual Funds and ETFs | Global Multi-Asset Moderate Managed Account | Global Moderate Allocation Index |
| Mutual Funds and ETFs | Global Multi-Asset Growth Managed Account | Global Growth Allocation Index |
| Mutual Funds and ETFs | Global Multi-Asset Aggressive Growth Managed Account | 75% Russell 3000 Index / 25% MSCI ACWI ex US Index |
Drawdown Aware
| Model Components | Product Name | Benchmark |
|---|---|---|
| ETFs | Global Adaptive Capital Appreciation Managed Account | Adaptive Global Allocation 60/40 Index |
| ETFs | Global Adaptive Capital Allocation Managed Account | Adaptive Global Allocation 30/70 Index |
| ETFs | Global Adaptive Capital Growth Managed Account | Adaptive Global Allocation 80/20 Index |
Sustainable
| Model Components | Product Name | Benchmark |
|---|---|---|
| ETFs | Sustainable Multi-Asset Conservative Managed Account | 80% Bloomberg US Aggregate Bond Index / 14% S&P 500 Index / 6% MSCI ACWI ex US Index |
| ETFs | Sustainable Multi-Asset Moderate Conservative Managed Account | 60% Bloomberg US Aggregate Bond Index / 28% S&P 500 Index / 12% MSCI ACWI ex US Index |
| ETFs | Sustainable Multi-Asset Moderate Managed Account | 40% Bloomberg US Aggregate Bond Index / 42% S&P 500 Index / 18% MSCI ACWI ex US Index |
| ETFs | Sustainable Multi-Asset Moderate Growth Managed Account | 20% Bloomberg US Aggregate Bond Index / 56% S&P 500 Index / 24% MSCI ACWI ex US Index |
| ETFs | Sustainable Multi-Asset Growth Managed Account | 10% Bloomberg US Aggregate Bond Index / 63% S&P 500 Index / 27% MSCI ACWI ex US Index |
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
Global Head of Solutions Group
Business resources
- Over 150 marketing and distribution professionals
- Portfolio Construction and Strategy
- Practice management programs
Adam Cohen
Senior Director, Analyst Relations
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
Global Head of Solutions Group
Business resources
- Over 150 marketing and distribution professionals
- Portfolio Construction and Strategy
- Practice management programs
Adam Cohen
Senior Director, Analyst Relations
Connect with us
To learn more about our model portfolios, request to be contacted by our team.
