Does portfolio blending add true value?

At their heart, models are designed to effectively meet client needs. But can pairing complementary portfolios result in better outcomes?

Simply put, yes, there’s a reason Unified Managed Accounts (UMAs) now account for more than 22% of Managed Account assets1. However, there are caveats – the why and the how make a significant difference to your probability of success.

In the Does Portfolio Blending Add True Value? paper, you’ll learn:

How a Unified Management Account (UMA) aims to add tangible value through reduced costs, personalization, tax optimization, and managing investor concerns
A simple framework for pairing portfolios that addresses clients’ risk tolerance, investment timeframe, and preferences
6 building blocks you need to start, and 3 reasons to reconsider portfolio combinations

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