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Model Portfolios

Leverage Our Decades of Portfolio Construction Expertise

Efficiently expand your investment offering with multi-asset class portfolio solutions thoughtfully designed to navigate changing markets. Our globally diversified, turnkey model portfolios are purposefully designed to help you achieve a wide range of client goals and scale your investment practice.

Key Benefits

Portfolios Driven by Top-of-House Views

Every portfolio reflects our best thinking — leveraging proprietary capital markets research driven by our top investment experts.

Designed to Deliver More Consistent Outcomes

Portfolios purposefully designed to minimize market threats, capitalize on opportunities and consistently deliver expected outcomes.

Grow Your Investment Practice

We support our models with timely client-friendly materials, educational tools and dedicated client service.

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    Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

    Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.