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Are Prepackaged Model Portfolios Better Than Customized Allocations?

May 10, 2016

New Cerulli research argues that home office prepackaged model portfolios have been more popular with investors over a five-year period than customized advisor portfolios. Cerulli says prepackaged products are less tactical but have a stronger emphasis on risk-adjusted returns and consistent styles of investing. Cerulli also believes advisors are sometimes over-influenced by their clients. Are prepackaged products better than the allocations advisors come up with themselves?