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Investment portfolio trends

Our Portfolio Analysis & Consulting team tracks allocation shifts, risks, gaps, and top-performer profiles.

Our experienced portfolio consultants leverage detailed analysis and insights that can guide portfolio construction decisions. Since 2012, we have evaluated more than 25,000 model portfolios for wealth managers and institutions.

Asset classes, investment products, and market activity are monitored both in real time and from a historical perspective. Explore our institutional and financial advisor portfolio trends reports.

This material is provided for informational purposes only and should not be construed as investment advice.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing.

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