Model portfolios have become one of the most scalable and fastest-growing tools in wealth management, enabling financial advisors to grow their practices and spend more time with clients. U.S. assets invested in models reached USD 8 trillion in 2025 and are projected to surpass USD 13 trillion by 2030¹.As demand grows, model providers are seeking to differentiate their offerings among thousands of options available in the marketplace.

With S&P DJI, model providers and advisors can:

  • Build or access best-in-class model portfolios using investment products linked to world-renowned indices.
  • Source institutional-quality index data to develop and assess model portfolios.
  • Access consultation and from a global leader in indexing.

Contact our model capabilities specialists

¹Source: Jack Pitcher, “More Financial Advisers Are Outsourcing Investment Decisions,” Wall Street Journal, June 12, 2025.

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