AQR, the research-heavy, quant-driven asset administration agency led by Cliff Asness, has launched its first sequence of mannequin portfolios—known as the AQR Kinds Mannequin Portfolios.
The 5 fashions are designed to focus on an investor’s stage of threat, from conservative to aggressive. The fashions are constructed with AQR’s mutual funds.
The agency believes the fashions will enchantment to advisors seeking to combine alternate options into their portfolios, however nonetheless need to outsource funding administration in favor of economic planning. The agency sees the fashions as all-in-one options to assist advisors diversify their portfolios with alternate options.
AQR is greatest recognized for his or her factor-based funding portfolios.
The 5 fashions are presently on the $500 billion Envestnet platform however will seemingly be added to others over time. Envestnet has simply over 10 % of the TAMP market, in keeping with Joel Bruckenstein’s 2019 Expertise Survey of advisors.
Advisors outsourcing funding administration to mannequin portfolios is on the upswing. In response to a latest survey by Broadridge, 85% of advisors presently use mannequin portfolios, accounting for simply over half of suggested property.
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