Navigate Custom Model Portfolios with Morningstar Analysts

How can investors benefit from thoughtful customization? Explore the custom model portfolio landscape, an emerging investment tool for financial advisors navigating modern client demands. Morningstar’s inaugural Custom Model Portfolio Landscape report unpacks the evolution of custom models. Most recently, custom models showcased their explosive growth—reaching over $125 billion in assets in 2024—and increased adoption as a highly valued middle ground between off-the-shelf solutions and unique client portfolios. Join Jason Kephart, Director of Multi-Asset Ratings; Stephen Margaria, Multi-Asset and Alternative Strategies Analyst; and Danielle Labotka, Behavioral Scientist as they share actionable insights to leverage for key customization strategies. These strategies include fund substitutions, introducing new asset classes, streamlining fund lineups, and tailoring strategic asset allocations to meet clients' specific preferences and goals. We'll also address how advisors can balance cost-efficiency, risk management, and client-specific investment goals by making informed alterations to third-party models. Hear real-world examples of customization, ranging from incorporating cryptocurrencies to adjusting bond fund exposures, and learn the potential implications for portfolio performance, cost structures, and risk profiles. Our expert agenda explores market leaders such as BlackRock and Wilshire, which together dominate over 70% of the custom model space, as well as rising providers like J.P. Morgan and American Funds. We’ll also discuss barriers to adoption, such as concerns over control and flexibility, and offer practical solutions for advisors considering customization. In this webinar, we’ll explore: - How custom model portfolios are reshaping investment management. - Practical client-focused strategies for tailoring portfolios. - Future trends and market opportunities in portfolio customization.