Model Portfolios and Managed Accounts

Solutions to support your business

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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

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Access active
management

Single asset class solutions. Multi-asset model portfolios. Expertly managed by global teams.

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Grow your
practice

Dedicated teams to support practice development. Specialist knowledge to build client relations. Access portfolio diagnostics and professional development.

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Drive
efficiency

Spend less time constructing portfolios. Dedicate effort to building client relationships. Deliver managed and model solutions with confidence.

Investment ESG Info-graphic Access active
management
Single asset class solutions. Multi-asset model portfolios. Expertly managed by global teams.
Investment ESG Info-graphic Grow your
practice
Dedicated teams to support practice development. Specialist knowledge to build client relations. Access portfolio diagnostics and professional development.
Investment ESG Info-graphic 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 Growth Managed Account Adaptive Global Allocation 80/20 Index
ETF Model Strategy Global Adaptive Capital Allocation Managed Account Adaptive Global Allocation 30/70 Index
ETF Model Strategy Global Adaptive Capital Appreciation Managed Account Adaptive Global Allocation 60/40 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

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
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
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

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

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

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Portfolio Construction and Strategy

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