What You Must Know
- Advisors crafting their very own fashions or utilizing outsourced portfolios can use the service.
WisdomTree Inc. on Tuesday launched a service, Portfolio Options, to assist advisors select consumer portfolios, save time and use a constant funding and consumer communication course of.
Advisors can use Portfolio Options as an environment friendly portfolio supply framework, whether or not they provide purchasers self-constructed mannequin portfolios or third-party fashions, in response to WisdomTree, which has $109 billion in belongings beneath administration.
Three distinct choices comprise this WisdomTree Asset Administration service:
For advisor-built portfolios:
- Portfolio consultations. A customized analysis of an advisor’s mannequin portfolios, together with particular person mannequin portfolio composition evaluation, stress testing, examination of holdings and overlaps.
For outsourced portfolios:
- Chief funding officer-managed mannequin portfolios. Gives entry to WisdomTree’s CIO-Managed Mannequin Portfolios designed to fulfill an array of consumer funding objectives. Advisors can implement these mannequin portfolios themselves, through mannequin market facilities or on third-party platforms. These portfolios could also be custom-made to corporations’ wants and objectives.
- Shared CIO. Allows advisors to collaborate with WisdomTree’s Mannequin Funding Crew to construct and handle mannequin portfolios, with the choice to delegate buying and selling, rebalancing and tax optimization duties.
Portfolio Options seeks to helps advisors handle and implement asset allocation choices, save time and assets, and make their apply extra beneficial, in response to the agency.