Americas Best TAMPS 2024 - 10

2024 AMERICA'S BEST TAMPS
Model portfolios can also serve as an
on-ramp for cautious advisors to invest
in sustainable ETFs. A 2022 report
by Cerulli suggests that not only are
advisors underestimating demand,
but that sustainable ETFs also present
a difficult sell to advisors, who are
actively choosing not to pursue them.
The advisors who are investing in
sustainable ETFs are doing so through
model portfolios.
TAMPs AND MODEL
PORTFOLIOS
Unlike TAMPs, models are not a
hardware or distribution system; they're
the software, offering a blueprint for
asset allocation and fund selection. This
gives advisors discretion over underlying
fund selection, rebalancing, tactical
allocations and much more, all of which
can be customized easily.
Models aren't tradable securities. They
don't have ticker symbols and you can't
buy one from your favorite discount
broker. They're essentially a paper
blueprint of what the manager is doing,
and will be doing, over time.
Models from larger fund companies like
BlackRock and Invesco are often free.
They're being compensated by the fees
attached to the underlying holdings
within the models. The general model is
70% proprietary funds balanced against
30% " open architecture " ideas from
boutique or other outside managers.
Model portfolios have a significant fee
advantage over mutual funds. As ETFs
have become popular, so too have
models-especially the ones offered by
the fund companies that don't charge,
since the front-end cost may be very
small.
HOW TAMPs GET
MODELS TO YOU
While there's more upfront work involved
in adapting your practice to offer model
portfolios, SMAs and UMAs through a
TAMP, there are also greater potential
payoffs. These accounts play well
with wealthier and more sophisticated
clients. They can give you a competitive
advantage. You're a coach guiding
TM
the overall financial game plan while
letting the investments execute their
designated roles.
Another benefit of using a TAMP: They
all offer extensive support to integrate
your firm's technology with custodial
and operations workflows. Many
TAMPs also let you piggyback your
practice onto their own sophisticated
AMERICA'S BEST TAMPS 2024 | DIGITAL
DASHBOARD
EXPLORE AND MONITOR THE LEADING
TAMPS ONLINE
While this guide provides comprehensive information on navigating the
TAMP landscape, our interactive, online Digital Dashboard is your best
bet if you want to get answers fast, dig deeper, and stay up to date all
in one place.
It's dynamic, powerful and convenient. And it's completely free.
The Digital Dashboard is always on, always accessible, and constantly
updated, delivering real-time updates on each provider.
Sort and filter by type, total assets, products, compliance, strategies,
supported custodians, and more.
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Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024