Survey findings show model portfolios are helping to streamline the investment process for advisers while also providing clients with a more consistent investment experience, according to Natixis.
Among the key findings:
Increased confidence:Amid market volatility and inflation, investors in model portfolios are almost twice as likely to express confidence (45 percent) compared to non-model users (24 percent).
Enhanced trust:Model portfolio investors exhibit a high level of trust in their financial advisers, with 97 percent expressing confidence compared to 73 percent of non-model clients.
Reduced stress:Model investors are more than half as likely to feel stressed about their finances (11 percent vs. 23 percent) and view market volatility as an investment opportunity (78 percent).
Industry trend:At least half (51 percent) of U.S. wealth managers and advisory firms plan