This FAQ addresses the core areas advisors ask about most often, including platform resources, investment oversight, risk management, reporting, and how Ascentis supports practice growth.
Our platform provides institutional research, model portfolios, and operational resources that help advisors deliver clarity and confidence to clients. Advisors can leverage as much or as little of our framework as they choose, while maintaining the independence to run their practice their way.
Ascentis provides advisors with structured research and consulting support. You can draw on weekly market notes, quarterly outlooks, and white papers, plus guidance that includes investment policy development, asset allocation support, manager research with ongoing due diligence, and performance reporting with attribution. Direct indexing is available where appropriate.
Yes. Advisors can leverage both public market strategies and select private market opportunities that have been vetted by our research team. This broad menu supports diversification and differentiated outcomes.
Risk management is built into every stage of our process. Advisors can access scenario analysis, stress testing, and allocation guidance to help portfolios stay resilient through changing markets.
We combine quantitative analysis with qualitative reviews to select external managers. Our due diligence process evaluates long-term results, risk practices, and fees. Advisors can rely on our reviews while retaining flexibility in implementation.
We provide consolidated performance reporting that integrates data from multiple custodians. Advisors and clients receive clear, consistent reporting that includes benchmarks, portfolio performance, and risk metrics.
Yes. Advisors can incorporate values-based considerations such as ESG screens or exclusions, while maintaining the discipline and diversification of our overall approach.
Advisors can operate fully independently while leveraging our research and operational resources, or they can choose to work directly under the Ascentis umbrella. Both options provide institutional support designed to match your goals.
