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Merrill Adds ESG, HNW Model Portfolios to Advisory Platform

November 17, 2020

Merrill Lynch has expanded its model portfolio lineup with new environmental, social and governance, high-net-worth, and hybrid strategies from several providers, according to news reports.

DWS, Goldman Sachs Asset Management and Neuberger Berman have added sustainable model portfolio options to Merrill’s investment advisor program for the first time, FA-IQ sister publication FundFire writes.

The 12 model portfolios added by DWS include sustainable core portfolios with a variety of tax objectives, climate impact portfolios and more, and have an investment minimum of $50,000, the publication writes, citing JJ Wilczewski, head of client coverage for the Americas and global head of institutional clients and consultants at DWS. Wilczewski tells FundFire advisors and clients have been seeking more choice when it comes to the ESG space.

Neuberger Berman added six model portfolios offering sustainable offerings with different tax sensitivity options, also with an investment minimum of $50,000, according to the publication.

Columbia Threadneedle Investments joins Merrill’s model portfolio menu for the first time with the addition of a suite of tax-efficient, high-net-worth portfolios that have investment minimums of $1 million, FundFire writes.

Merrill also added 10 new hybrid portfolios that were created through a partnership between Vanguard and Capital Group, according to the publication.

Merrill launched model portfolios through its chief investment office in 2018, FundFire writes. This summer, Merrill added several model portfolios from existing partners, including BlackRock, Franklin Templeton, JPMorgan Asset Management and Natixis Investment Managers, as well as adding options for the first time from Capital Group, Eaton Vance, Invesco, John Hancock Investment Management, Nuveen, PGIM, PIMCO and WisdomTree. Merrill now offers 140 model portfolios from 17 different third-party investment managers, and 125 CIO-managed model portfolios, with nine out of 10 Merrill advisors using at least one CIO model portfolio, FundFire writes, citing the company.

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By Alex Padalka
  • To read the FundFire article cited in this story, click here if you have a paid subscription.
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Tags:  Investment strategies , Portfolio management , BlackRock , Eaton Vance , Franklin Templeton , Goldman Sachs Asset Management , Invesco , JPMorgan Asset Management , John Hancock , Merrill Lynch , Natixis , Neuberger Berman , Nuveen , Vanguard , WisdomTree

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