Description
Experts will discuss the current market environment, explore the rising popularity of developing model portfolios that blend customization and research due to its proven history amongst advisors, and best practices. Panelists will also touch on the potential opportunities and downsides of utilizing custom model portfolios compared to other models as a strategy during portfolio construction, the possible tools, and resources to help advisors develop and implement custom models during portfolio construction and potential strategies to diversify portfolios.
Learning Objectives
By the end of the session, attendees will understand the current market, the growing popularity of developing custom model portfolio strategies, the possible pros and cons of custom model portfolio strategies compared to other portfolio strategies, the potential tools and strategies to help develop custom model portfolio strategies with clients and potential strategies to diversify a portfolio.