Tax-Aware, Personalized and Scalable: The New Model Portfolio
Host Ryan Nauman interviews Rob Battista, EVP of Advisory Solutions at Vestmark, about the evolution from traditional one-size-fits-all model portfolios to more personalized custom model investment solutions. Battista explains how models grew from manager-traded SMAs to scalable, lower-cost model delivery, fueled by greater accessibility through marketplaces and asset managers selling total portfolio solutions. He highlights key limitations of traditional models—especially inadequate customization and the tax impact of rebalancing in taxable accounts—and argues tax transition and ongoing tax…
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