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

· 1Y

113 / 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%

Customization spread

direction vs parentSub-asset class
◀ Underweight parentOverweight parent ▶
Emerging Markets All-Cap
+6.1pp
US Large Cap Growth
+5.7pp
Broad Market / Investment Grade
+5.6pp
Municipal / Investment Grade
+4.7pp
Corporate / High Yield
+4.4pp
US Small Cap Value
+3.8pp
International Developed
+3.0pp
Treasury / Investment Grade
-1.8pp
Real Assets / Listed Infrastructure
-1.3pp
Short Duration / Cash
-0.9pp
Underweight parent Overweight parent

Are customizations adding value?

1Y · models with a measurable return

Of 179 downstream models with a 1-year record, 113 outperformed the parent, 43 were about the same, and 23 underperformed.

23 under43 about the same113 outperformed

Performance vs parent · 1Y

Outperformed the parent

Share of book customized

40%

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

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