Unitized Model Portfolios: A Crucial Next Step in Retirement Plan Product Innovation
Securian Financial’s latest white paper, Unitized model portfolios: A framework for evaluating the next generation of retirement plan investment solutions, is designed to help advisors capitalize on an emerging, innovative investment solution for retirement plan clients. Specifically, it takes a closer look at leveraging unitized model portfolios to elevate risk-based and target-date portfolios. A brief review of first generation solutions is offered followed by an in-depth examination of unitized portfolios. Features such as the flexibility to customize investment solutions based on a broad range of investment objectives while also simplifying investment decisions for participants are noted. A helpful questionnaire for evaluating model portfolio platforms is also included.
Securian Financial is a financial services company that provides insurance, investment, and retirement solutions to individuals, families, and businesses. Founded in 1880 and headquartered in St. Paul, Minnesota, the company helps clients build secure tomorrows through a range of financial products and services.
