March 2020

Dark clouds closing in for MPS incumbents

The model portfolio service (MPS) market is becoming increasingly crowded as new entrants are attracted by lucrative basis point charges and scale benefits. Yet comparatively little innovation has materialized in this space. Read our thoughts on what the future may hold. Read our thoughts on what the future may hold.

Recent Insights

Private Asset Considerations within a Total Portfolio Approach
Investment Strategy

From Allocations to Exposures: Private Asset Considerations within a Total Portfolio Approach

How a Total Portfolio Approach (TPA) changes the way portfolios are constructed when private assets are a meaningful part of the allocation. .....
Jacobi MPMS governance
Model Portfolios

Model Portfolio Growth Is Accelerating—Is Governance Keeping Pace?

Model portfolios are growing rapidly in scale and complexity, but many investment organizations are struggling to maintain consistent governance, oversight, and control as they expand. .....