Model Portfolios for Alternatives: Combining Client Objectives With Standardized Efficiency

Learn how model portfolios help advisors scale private markets access, boost their efficiency, and target specific investment objectives.

For advisors seeking to offer clients differentiated alternative investment portfolios, the answer may lie in an unexpected place: technology-driven model portfolios.

This white paper explores how financial advisors may use professionally designed models—now available via emerging model portfolio marketplaces—to streamline operational workflows while addressing distinct and increasingly complex client needs, liquidity constraints, and risk considerations.

Learn how model portfolios are evolving into strategic frameworks for scaling access to alternatives and how technology and thoughtful design can help advisors grow their practices without giving up control or compromising the client experience.