Model Portfolios & Mandates
Maintains discretionary models and propagates house-view changes to linked accounts
Active Models
6
Linked Accounts
625
Avg. YTD Return
8.3%
Revised (7d)
4
About This Agent
Data on This Page
Six discretionary models (Balanced Growth 60/40, Global Multi-Asset, Capital Preservation, Aggressive Growth, Liability-Driven Income, ESG Core Equity) with linked account count, YTD return and time since last revision, plus totals for active models, linked accounts and models revised in the last 7 days.
What This Agent Does
Maintains the firm's discretionary model portfolios — target weights and constituents — and propagates any house-view or model revision to every linked account automatically, so a single change reaches hundreds of accounts at once instead of requiring manual per-account edits. This is the upstream driver of the drift that the Portfolio Construction & Rebalancing agent then monitors.
Worked Examples
- Balanced Growth 60/40 is linked to 214 accounts — the most of any model — so a house-view change here has the widest blast radius when "Propagate House View" runs.
- Liability-Driven Income has only 34 linked accounts and hasn't been revised in 19 days, the stalest model in the set, flagged for a house-view refresh.
- Aggressive Growth is leading YTD performance at +15.1% and was revised just 2 days ago across its 62 linked accounts — the most recently touched model.
Try It — Propagation Impact Simulator
Pick a model and a weight change — accounts affected and estimated notional trade flow are computed live (illustrative avg. account size: $2,400,000).
Accounts Affected
214
Estimated Notional Trade Flow
$25,680,000