In an age when many products and services are tailored to discrete customer segments, model portfolio customization offers ways for financial services providers to tune their offerings in ways that may be optimized for both client acquisition and investor outcomes.
Advisory clients’ expectations are growing as the market for sophisticated financial guidance becomes increasingly crowded and competitive. Asset markets can be volatile, and both risk and opportunity could continue in the years ahead. Meanwhile, advisors seek ways to differentiate themselves from their many competitors.
The time is now right for a conversation on the objectives and mechanics of customizing model portfolios. View the conversation with our panel of portfolio customization experts from Invesco, FTSE Russell, and BlackRock as they provide insights on:
- The current and future opportunity for the customized model market
- The power of model customization to tune investment strategies to advisors’ and clients’ unique objectives
- The changes, adjustments, and benefits that can set customized model portfolios apart from standard models
- Benchmarking strategies and methods for customized models that may contain private alternative assets
- How model developers explain customization to advisor clients who are unfamiliar with them
Who you’ll hear from
- Ryan Sullivan, Director and Head of Buy Side, Americas at FTSE Russell
- Karl Desmond, Client Portfolio Manager, Model Portfolios at Invesco
- Rob Eckrote, CFA, VP of Institutional Consulting at BlackRock
- Moderated by Sam Knox, Head of II’s Custom Research Lab
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