MODEL PORTFOLIOS

Model solutions to support your business

Janus Henderson’s model portfolio offering, designed for clients seeking sophisticated multi-asset and fixed income solutions, is a comprehensive suite tailored to meet diverse investment needs. Our fundamental methodology integrates strategic asset allocation (SAA), dynamic asset allocation (DAA), quantitatively-driven allocation, and open architecture fund selection, enriched by our analytics platform.

Active management

Model portfolios are expertly managed by global teams, including both fundamentally- and quantitatively-driven asset allocation solutions.

Client-led solutions

Our suite of offerings includes widely available turnkey model products as well as bespoke model design for advisor Outsourced CIO models, custom platform models, and product-agnostic portfolio consultation.

Practical guidance and business resources

The model portfolio business is supported by our Solutions Group resources, including access to timely thought leadership, practice management support, and model solutions specialists.

Learn more about model portfolios

Explore our open-architecture model portfolios

Backed by 340 global investment professionals spanning equities, fixed income, alternatives, and multi-asset strategies, our open-architecture model portfolios allow you to deliver dynamic solutions for the diverse goals and needs of your clients.

Target Allocation

Model Components Product Name Benchmark
Mutual Funds and ETFs Global Multi-Asset Capital Preservation Managed Account 15% Russell 3000 Index / 5% MSCI ACWI ex US Index / 80% Bloomberg US Aggregate Bond Index
Mutual Funds and ETFs Global Multi-Asset Conservative Managed Account Global Conservative Allocation Index
Mutual Funds and ETFs Global Multi-Asset Moderate Managed Account Global Moderate Allocation Index
Mutual Funds and ETFs Global Multi-Asset Growth Managed Account Global Growth Allocation Index
Mutual Funds and ETFs Global Multi-Asset Aggressive Growth Managed Account 75% Russell 3000 Index / 25% MSCI ACWI ex US Index

Drawdown Aware

Model Components Product Name Benchmark
ETFs Global Adaptive Capital Appreciation Managed Account Adaptive Global Allocation 60/40 Index
ETFs Global Adaptive Capital Allocation Managed Account Adaptive Global Allocation 30/70 Index
ETFs Global Adaptive Capital Growth Managed Account Adaptive Global Allocation 80/20 Index

 

Fixed Income

Model Components Product Name Benchmark
ETFs Short Term Income Managed Account   Bloomberg 1-3 Year Gov/Credit Index
ETFs Intermediate Term Income Managed Account   Bloomberg U.S. Aggregate Bond Index
ETFs Focused Income Managed Account Bloomberg U.S. Aggregate Bond Index

Meet the team

Business resources

  • Over 150 marketing and distribution professionals
  • Portfolio Construction and Strategy
  • Practice management programs
Adam Cohen
Adam Cohen

Senior Director, Analyst Relations

Client-focused investment capabilities

  • Over 340 investment professionals across 25 offices worldwide
  • Fundamentally driven asset allocation solutions
  • Quantitatively driven asset allocation solutions
  • Fundamentally driven single asset U.S., global and thematic equity strategies
 

Business resources

  • Over 150 marketing and distribution professionals
  • Portfolio Construction and Strategy
  • Practice management programs

Adam Cohen

Adam Cohen

Senior Director, Analyst Relations

Client-focused investment capabilities

  • Over 340 investment professionals across 25 offices worldwide
  • Fundamentally driven asset allocation solutions
  • Quantitatively driven asset allocation solutions
  • Fundamentally driven single asset U.S., global and thematic equity strategies

Connect with us

To learn more about our model portfolios, request to be contacted by our team.

Related resources

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Resources

Timely insight and expertise, designed to hone your skills and help you exceed expectations – in business and in life.

Staging Edits of Portfolio Construction and Strategy

Tailored, forward looking portfolio consulting from our Portfolio Construction and Strategy experts.

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Separately Managed Accounts

Learn more about our Separately Managed Accounts, designed to support your business.