Date Posted: Aug 15, 2022

The Fee-based Report—Canada–Special Feature

Fund Wraps 3.0: Asset Allocators Incorporate New Flavours

For more than two decades, wealth managers have been adopting asset allocation solutions at a rapid pace. The spectrum of asset allocators has expanded over time, encompassing discretionary managed accounts and productized solutions such as funds of funds (FoFs)—the subject matter of this report. Over time, innovation has resulted in waves of product development that expanded the asset allocation shelves with options targeting various client segments, demographic groups, and distributor practices.

This research article looks at the asset allocation products introduced mainly in the last three years and the underlying wave of innovation in investment options that is becoming available through FoFs.
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