What do clients really believe about models?
Exciting New Research from WisdomTree.
Clients have spoken. They highly value their advisors but also find comfort in benefiting from
the collective expertise of an asset management firm’s analysts, strategists and PhDs.
Here’s what they’re saying:
INVESTORS WELCOME MODELS
86% are not only open to, but actually welcome, the use of models in their portfolios.
INVESTORS BELIEVE MODELS CAN LEAD TO BETTER OUTCOMES
They believe that third-party models are an updated investing method that incorporates the expertise of
a larger
group of professionals into their portfolio.
INVESTORS BELIEVE TWO EXPERTS ARE BETTER THAN ONE
63% believe that financial advisors using third-party models are providing a more sophisticated asset
allocation
approach backed by the extensive research and technology of an asset manager’s team.
INVESTORS ARE MORE LIKELY TO CHOOSE ADVISORS USING MODELS
58% would consider switching advisors if they knew the advisor incorporated a model in the
portfolio
they managed.
Leveraging Expertise to Drive Growth with Model Portfolios
Brad Shepard, WisdomTree's Head of Advisor Innovation, discusses the findings from a recent research study focused on leveraging model providers’ expertise to drive growth in advisors’ practice.
How to Build a Better Business with Model Portfolios
In this webcast, Brad Shepard, WisdomTree's Head of Advisor Innovation, discusses how financial advisors could be missing out on an opportunity, and how model portfolio strategies can provide value and elevate the advisors’ client experience.
Models can increase client trust.
We believe models ignite trust in the same way that “Intel Inside” does when buying a laptop.
Concern
and
doubt may diminish as investors feel supported by your access to—and use of—the advanced and
modern
guidance
in each third-party model. It is critical to communicate the advantages of third-party models to your clients,
by
highlighting
the profound level of expertise that goes into each one. Doing so can increase client confidence in
you and
strengthen the value your clients place on the financial recommendations you give.
LEVERAGED EXPERTISE
The Next Evolution in Models:
Income for the Long Run.
WisdomTree’s Senior Investment Strategy Advisor, Dr. Jeremy Siegel, is the Russell E. Palmer
Professor of
Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and
lectured
extensively about the economy and financial markets and is a regular contributor to the financial
news
media.
Additionally, he has been recognized by Businessweek as one of the highest-rated business school
professors,
and he is a bestselling author.
WisdomTree and Professor Siegel have come together to apply his tenets of investing to model
portfolios your clients can directly invest in.
The Siegel-WisdomTree
Model Portfolios
Model Portfolios
Designed to outperform the most common traditional model portfolios (60% equities/40% bonds) in a
risk-smart
way, these models allocate more to equities than fixed income and tilt toward factors like dividend
yield and
low price-to-earnings ratios. As a result, they can offer:
- Enhanced income and return potential to help maintain lifestyles
- Increased tax-efficiency to help clients keep a greater share of their wealth
- Lower risk and downside potential
- A focus on longer time horizons to match longer lifespans
- Diversification on a global scale
SIEGEL-WISDOMTREE GLOBAL EQUITY MODEL PORTFOLIO
May be suited for advisors seeking to align their clients’ investments with the core principles of
Professor
Jeremy Siegel and WisdomTree.
SIEGEL-WISDOMTREE LONGEVITY MODEL PORTFOLIO
May be suited for advisors seeking an alternative to a traditional 60/40 portfolio for balancing income
needs
with longevity risks.
Go In-Depth.
Connect with a member of the Models Investment Committee or Research Team.
9:00 a.m.–5:30 p.m. EST
Monday–Friday
Monday–Friday
