Trends with Benefits #80: Model Portfolio Adoption with Matt Apkarian
July 18, 2022
Listen Time 35:33 MIN
I meet with Matt Apkarian, Associate Director, Product Development for Cerulli Associates, about the role of investment models in asset allocation. We explore the benefits advisors and investors experience from using models. Additionally, we discuss the adoption of model portfolios and the building blocks behind them.
Show Notes:
4:15 What is an Asset Allocation Model Portfolio?
6:42 Size of the Model Business
9:12 Growth of the Model Business
12:40 Changes in Asset Allocation Models
15:11 Impact of Technology on Model Providers
17:24 Use of Models in Asset Allocation
20:52 Benefits of Models
23:36 Fees for Model Portfolios
28:10 Long-Term Trend
30:55 Trend or Fad
Trend or Fad
Listen for Matt’s take on direct indexing, hybrid work, thematic investing, and pickleball.
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IMPORTANT DISCLOSURES
Please note that Van Eck may offer investment products that invest in the asset class(es) discussed in this blog/video.
The views and opinions expressed are those of the speaker and are current as of the video’s posting date. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.
Investments in commodities can be very volatile and direct investment in these markets can be very risky, especially for inexperienced investors.
There are inherent risks with equity investing. These risks include, but are not limited to stock market, manager, or investment style. Stock markets tend to move in cycles, with periods of rising prices and periods of falling prices.
There are inherent risks with fixed income investing. These risks may include interest rate, call, credit, market, inflation, government policy, liquidity, or junk bond. When interest rates rise, bond prices fall. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative.
An asset allocation program cannot guarantee profits. Loss of principle is possible. Diversification and asset allocation do not assure a profit nor protect against loss.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.
Van Eck Associates Corporation
666 Third Avenue, New York, NY 10017
IMPORTANT DISCLOSURES
Please note that Van Eck may offer investment products that invest in the asset class(es) discussed in this blog/video.
The views and opinions expressed are those of the speaker and are current as of the video’s posting date. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck.
Investments in commodities can be very volatile and direct investment in these markets can be very risky, especially for inexperienced investors.
There are inherent risks with equity investing. These risks include, but are not limited to stock market, manager, or investment style. Stock markets tend to move in cycles, with periods of rising prices and periods of falling prices.
There are inherent risks with fixed income investing. These risks may include interest rate, call, credit, market, inflation, government policy, liquidity, or junk bond. When interest rates rise, bond prices fall. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative.
An asset allocation program cannot guarantee profits. Loss of principle is possible. Diversification and asset allocation do not assure a profit nor protect against loss.
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.
Van Eck Associates Corporation
666 Third Avenue, New York, NY 10017