Siegel-WisdomTree Models Now Available at UBS
WisdomTree (NYSE: WT) has announced that its Siegel-WisdomTree Model Portfolios are now available on the UBS Financial Services separately managed account platform, providing access to 85,000 advisors. The collaboration with Professor Jeremy Siegel introduces three distinct portfolios:
1. The Longevity Model Portfolio: Targets mid to long-range horizons, balancing income needs with longevity risk, aiming to outperform traditional 60/40 portfolios.
2. The Moderate Model Portfolio: Focuses on outperforming traditional risk tolerances through quality equity overweighting using ETFs.
3. The Global Equity Model Portfolio: Provides diversified exposure to U.S. and International stocks.
This strategic partnership expands WisdomTree's model portfolio availability across major advisory solution platforms.
WisdomTree (NYSE: WT) ha annunciato che i suoi Portafogli Modello Siegel-WisdomTree sono ora disponibili sulla piattaforma di conti gestiti separatamente di UBS Financial Services, offrendo accesso a 85.000 consulenti. La collaborazione con il Professor Jeremy Siegel introduce tre portafogli distinti:
1. Il Portafoglio Modello Longevità: Si concentra su orizzonti di medio-lungo termine, bilanciando le esigenze di reddito con il rischio di longevità, con l'obiettivo di superare i tradizionali portafogli 60/40.
2. Il Portafoglio Modello Moderato: Si propone di sovraperformare le tradizionali tolleranze al rischio mediante un sovrappeso di azioni di qualità utilizzando ETF.
3. Il Portafoglio Modello Azionario Globale: Fornisce esposizione diversificata a titoli statunitensi e internazionali.
Questa partnership strategica amplia la disponibilità dei portafogli modello di WisdomTree attraverso le principali piattaforme di soluzioni di consulenza.
WisdomTree (NYSE: WT) ha anunciado que sus Portafolios Modelo Siegel-WisdomTree ya están disponibles en la plataforma de cuentas gestionadas por separado de UBS Financial Services, brindando acceso a 85,000 asesores. La colaboración con el Profesor Jeremy Siegel introduce tres portafolios distintos:
1. El Portafolio Modelo de Longevidad: Se dirige a horizontes de medio a largo plazo, equilibrando las necesidades de ingresos con el riesgo de longevidad, con el objetivo de superar los portafolios tradicionales 60/40.
2. El Portafolio Modelo Moderado: Se enfoca en superar las tolerancias de riesgo tradicionales a través de un sobrepeso en acciones de calidad utilizando ETFs.
3. El Portafolio Modelo de Renta Variable Global: Proporciona exposición diversificada a acciones de EE. UU. e internacionales.
Esta asociación estratégica amplía la disponibilidad de los portafolios modelo de WisdomTree en las principales plataformas de solución de asesoramiento.
WisdomTree (NYSE: WT)는 UBS Financial Services의 개별 관리 계좌 플랫폼에서 시겔-위즈덤트리 모델 포트폴리오를 제공하게 되었다고 발표했으며, 85,000명의 자문가들이 접근할 수 있게 되었다. 제레미 시겔 교수와의 협력으로 세 가지 포트폴리오가 도입된다:
1. 장수 모델 포트폴리오: 중장기적인 목표를 설정하며, 소득 요구와 장기적 위험을 조화롭게 균형을 맞추고, 전통적인 60/40 포트폴리오를 초과하는 것을 목표로 한다.
2. 온건 모델 포트폴리오: 품질 주식 비중을 조정하여 전통적인 위험 감수 성향을 초과하는 것을 목표로 ETF를 사용한다.
3. 글로벌 주식 모델 포트폴리오: 미국 및 국제 주식에 대한 다양한 노출을 제공한다.
이 전략적 파트너십은 주요 자문 솔루션 플랫폼에서 WisdomTree의 모델 포트폴리오 가용성을 확장시킨다.
WisdomTree (NYSE: WT) a annoncé que ses Portefeuilles Modèles Siegel-WisdomTree sont désormais disponibles sur la plateforme de comptes gérés séparément de UBS Financial Services, offrant l'accès à 85 000 conseillers. La collaboration avec le professeur Jeremy Siegel introduit trois portefeuilles distincts :
1. Le Portefeuille Modèle Longévité : Vise des horizons de moyen à long terme, équilibrant les besoins de revenus avec le risque de longévité, visant à surpasser les portefeuilles traditionnels 60/40.
2. Le Portefeuille Modèle Modéré : Se concentre sur la surperformance par rapport aux tolérances traditionnelles au risque grâce à un surpoids d'actions de qualité en utilisant des ETF.
3. Le Portefeuille Modèle Actions Globales : Fournit une exposition diversifiée aux actions américaines et internationales.
Ce partenariat stratégique élargit la disponibilité des portefeuilles modèles de WisdomTree sur les principales plateformes de solutions de conseil.
WisdomTree (NYSE: WT) hat bekannt gegeben, dass die Siegel-WisdomTree-Modellportfolios nun auf der separat verwalteten Kontoplattform von UBS Financial Services verfügbar sind, was den Zugriff für 85.000 Berater ermöglicht. Die Zusammenarbeit mit Professor Jeremy Siegel führt zu drei unterschiedlichen Portfolios:
1. Das Longevity Model Portfolio: Zielt auf mittlere bis langfristige Horizonte ab, wobei Einkommensbedürfnisse und Langlebigkeitsrisiko ausgeglichen werden, um traditionelle 60/40-Portfolios zu übertreffen.
2. Das Moderate Model Portfolio: Konzentriert sich darauf, traditionelle Risikotoleranzen durch Übergewichtung qualitativ hochwertiger Aktien mit ETFs zu übertreffen.
3. Das Global Equity Model Portfolio: Bietet eine diversifizierte Exposition gegenüber US- und internationalen Aktien.
Diese strategische Partnerschaft erweitert die Verfügbarkeit von WisdomTrees Modellportfolios auf wichtigen Beratungsplattformen.
- Expanded market reach to 85,000 advisors through UBS platform
- Strategic partnership with major financial institution UBS
- Diversification of product offering with three distinct model portfolios
- None.
Insights
The partnership with UBS marks a strategic expansion of WisdomTree's model portfolio distribution, significantly extending their reach to 85,000 advisors. This collaboration with UBS, one of the largest wealth managers globally, represents a substantial growth opportunity for WisdomTree's asset management business. The integration of Siegel-WisdomTree models into UBS's platform could drive meaningful asset accumulation and recurring revenue streams through management fees.
The model portfolios' differentiated approach, particularly the Longevity Model's structural overweight to equities, positions WisdomTree competitively in the growing model portfolio market. This is especially relevant given the current demographic trends toward retirement planning and the increasing demand for professionally managed solutions. The partnership strengthens WisdomTree's institutional distribution channels and could accelerate the company's assets under management growth.
From a revenue perspective, this distribution agreement presents a significant monetization opportunity. Model portfolios typically generate recurring management fees between
The partnership also provides operational leverage benefits, as model portfolios can scale efficiently without proportional cost increases. This business model alignment with UBS could enhance WisdomTree's profit margins over time while diversifying their revenue streams beyond traditional ETF products. The collaboration with Professor Siegel adds intellectual capital and brand value, potentially commanding premium pricing in the competitive model portfolio space.
Collaboration provides 85,000 advisors access to WisdomTree’s custom models
The Siegel-WisdomTree model collaboration with Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School, brings a unique solution to UBS and their clients. The Siegel-WisdomTree Models are designed to empower investment advisors to better serve their clients’ long-term goals of wealth creation and protection across changing market environments. The portfolios apply the core investment principles from Professor Siegel’s research while also reflecting the ongoing views of WisdomTree’s Model Portfolio Investment Committee.
“We are excited to work in partnership with UBS in providing one-of-a-kind solutions for their clients. Adding UBS is a core part of our Model Business Strategy and increases our Advisor accessible market to over 85,000 advisors,” said Jarrett Lilien, President and COO at WisdomTree. “As attention to and demand for model portfolios continues to grow, we’re excited that now, with this collaboration with UBS –– we’re able to offer our robust solutions to advisors on every major advisory solution platform.”
Siegel-WisdomTree Longevity Model Portfolio:
- Brings a unique strategy to investors with mid- to long-range time horizons trying to balance current income needs with longevity risk.
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Is designed with the goal to outperform a traditional
60% equity/40% fixed income portfolio in a risk-conscious manner by structurally allocating more toward equities over fixed income.
Siegel-WisdomTree Moderate Model Portfolio:
- Seeks to outperform the traditional risk tolerances over the long term by overweighting higher quality equities.
- Utilizes open-architecture and mainly invests in ETFs.
Siegel-WisdomTree Global Equity Model Portfolio:
-
Seeks to provide diversified exposure to
U.S. and International stocks and tilts toward the same factors as the Moderate and Longevity Model Portfolios.
“UBS continues to provide access to a wide variety of leading professional investment management organizations and we are pleased to add the Siegel-WisdomTree Models to our SMA and UMA advisory platforms at UBS,” said David Blank, Managing Director, Head of UMA and SMA Advisory Solutions at UBS. “Our mission is to provide solutions to help clients pursue their goals and models offer an effective way to do that.”
*WisdomTree Model Portfolios may be customized to firm-specific objectives or unique firm-specific investment needs (“custom model portfolios”), and WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity in connection therewith. Such material, and any assistance provided as described herein, including portfolio construction, WisdomTree Model Portfolios, custom model portfolios, asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) are (i) for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice, (ii) not personalized investment advice or an investment recommendation from WisdomTree, and (iii) intended for use only by a financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use such information.
WisdomTree Funds are distributed by Foreside Fund Services, LLC.
Jarrett Lilien is a registered representative of Foreside Fund Services, LLC.
For Financial Advisors: WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy.
For Retail Investors: WisdomTree’s Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree. Your investment adviser may or may not implement WisdomTree’s Model Portfolios in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: Your investment adviser, and not WisdomTree, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. WisdomTree is not responsible for determining the suitability or appropriateness of a strategy based on WisdomTree’s Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange traded funds and management fees for our collective investment trusts.
There are risks associated with investing, including possible loss of principal.
Investors and their advisors should consider the investment objectives, risks, charges and expenses of the funds included in any Model Portfolio carefully before investing. This and other information can be obtained in the Fund’s prospectus or summary prospectus by visiting wisdomtree.com/investments. Please read the prospectus carefully before you invest.
About WisdomTree
WisdomTree is a global financial innovator, offering a well-diversified suite of exchange-traded products (ETPs), models, solutions and products leveraging blockchain technology. We empower investors and consumers to shape their future and support financial professionals to better serve their clients and grow their businesses. WisdomTree is leveraging the latest financial infrastructure to create products that provide access, transparency and an enhanced user experience. Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime® and institutional platform, WisdomTree Connect™.*
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Media Relations
WisdomTree, Inc.
Natasha Ramsammy
+1.917.267.3798
nramsammy@wisdomtree.com / wisdomtree@fullyvested.com
Source: WisdomTree, Inc.
FAQ
What are the three Siegel-WisdomTree model portfolios now available on UBS?
How many advisors can now access WisdomTree (WT) models through the UBS platform?
What is the main objective of the Siegel-WisdomTree Longevity Model Portfolio?
How does the Siegel-WisdomTree Moderate Model Portfolio seek to outperform?
