MarketGrader’s model portfolio solutions are designed to help asset managers and wealth managers deliver disciplined, transparent, and scalable investment strategies that harness the full breadth of our global index methodology. Whether used as standalone offerings or as part of a broader model delivery platform, MarketGrader-powered portfolios bring the rigor of institutional research to real-world client applications.

A Building Blocks Approach to Design

At the heart of our model portfolio construction process is a building-blocks approach that draws from our vast library of indexes. We work closely with each partner to assemble optimal combinations of MarketGrader indexes—ranging from broad-based 100+ constituent benchmarks to more concentrated 30- or 50-stock “Select” indexes—to suit the desired portfolio profile. This allows firms to construct diversified, fundamentally sound portfolios that maintain a consistent investment philosophy across geographies, sectors, and market caps.

Flexible for Risk-Based Models

MarketGrader collaborates with each client’s investment team to define portfolio objectives and risk parameters. Whether the goal is to offer a range of risk-based models (e.g., conservative, balanced, aggressive), or to tailor exposures to include or exclude international equities, we provide the index-level inputs and construction logic to meet the need. Our framework is highly modular, allowing for consistent methodology while accommodating flexible asset allocation overlays.

Portfolio-Level Index Treatment

Once a model portfolio has been finalized, MarketGrader treats it like a standalone index—maintaining daily performance calculations, providing access to fact sheets and attribution data, and supporting ongoing portfolio oversight. This infrastructure makes it easier for asset managers and platforms to deliver a repeatable, rules-based experience to their end investors, with the transparency and documentation that institutional clients expect.

Scalable Across Channels and Use Cases

MarketGrader model portfolios can be deployed in a wide variety of contexts—from turnkey asset management platforms (TAMPs) to in-house model marketplaces or advisory platforms. Because the portfolios are constructed from pre-existing indexes with proven track records and a globally standardized methodology, they scale easily while retaining the integrity and intellectual consistency of the underlying research.