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.
