Client intelligence
Business Overview
A 360° view of the custom model business — every client customization rolled up, so you can see what advisors are changing, which exposures are most popular, and whether those changes are adding value.
Downstream models
208
Outperformed parent
· 1Y113 / 179
with a measurable 1Y return
Avg divergence from parent
6.3pp
across 179 comparable models
Provider exposure
- 1T. Rowe Price32.1%
- 2BlackRock, Inc.27.9%
- 3State Street Corp.21.9%
Downstream models
208
▲ +37 vs last month
Customization spread
direction vs parentSub-asset classAre customizations adding value?
1Y · models with a measurable returnOf 179 downstream models with a 1-year record, 113 outperformed the parent, 43 were about the same, and 23 underperformed.
Performance vs parent · 1Y
Outperformed the parent
- M21Dynamic Allocation 70/30 — Quality Rotation+3.4%
Dynamic Allocation — Defensive
- M04Target Allocation Active 87/13 — ESG Screen+3.1%
Target Allocation Active — Balanced
- M08Target Allocation Blend 83/17 — Income Tilt+2.6%
Target Allocation Blend — Conservative
- M23Dynamic Allocation 68/32 — Income Tilt+2.4%
Dynamic Allocation — Balanced
Share of book customized
of client portfolios deviate from the delivered parent model
The book as one portfolio
208 children · equal-weighted · 1Y
8.0%
Blended 1Y return
-6.0%
Worst drawdown