Everything you need to know about model portfolios, from the basics to evaluating the right one and constructing portfolios.
Understanding the benefits of model portfolios is an important step in determining whether it is an appropriate choice for you.
Take the challenge and test your model portfolio knowledge with this single-question quiz.
Quick Quiz
Which of the following structures can be used to implement a managed account?
You’re Correct!
Managed accounts can be implemented in different structures, creating flexibility for the model portfolio users. Now learn about the different times of asset allocation.
Sorry, Wrong Answer.
Managed accounts can be implemented in different structures, including separately managed accounts (SMAs), managed discretionary accounts (MDAs), unified managed accounts (UMAs) and more bespoke individually managed accounts (IMAs).
Due Diligence Checklist
Utilise our ETF Due Diligence Checklist to understand the eight factors you should consider when selecting an ETF model portfolio.
Analyse Total Cost of Ownership
Utilise our ETF Due Diligence Checklist to understand the eight factors you should consider when selecting an ETF model portfolio.
Model Portfolios vs. Industry Superannuation Funds
Compare and contrast the difference between a superannuation industry fund and a model portfolio.
What is Strategic Asset Allocation?
Asset allocation may be the most important decision you can make, but what is Strategic Asset Allocation?
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