// How to win business and influence model portfolios 2024


How to win business and influence model portfolios 2024

It’s a tough market out there. The cost of living is up, and investment flows are down. And then there are the changing investment trends… model portfolios now account for c70% of retailed advised platform flows, so if your funds aren’t included in model portfolios, then you’re potentially missing out on substantial flows. And that’s before the gloom and doom of the current environment!

Discretionary fund managers used to be the main providers of model portfolios, but now platforms, fund managers, research houses, and even advice firms are getting in on the action. How do you get noticed? Does one size fit all or do you need to tailor your approach depending on the distributor type? How do you do business in this highly competitive market?

How to win business and influence model portfolios is the definitive guide to the UK's model portfolio activity. High on quant, full of qualitative colour and enriched with adviser, platform and fund manager insights:

  • The size, scope and market share of the model portfolio sector
  • Distribution trends
  • Discretionary v advised model portfolios
  • Model portfolios on platforms
  • Leading gatekeepers (the model portfolio providers)
  • Leading model portfolios by assets and performance
  • What model portfolio providers want from fund managers (key selection criteria)
  • What advisers want from models
  • Growth forecasts
  • All data as at September 2023
  • And much more!

To order your copy use the order button below. To download the table of contents and part of the executive summary, click here.