WEBCASTS

How to Augment Your Core Portfolio Beyond Traditional Benchmarks

Generic benchmarks are often flawed, creating challenges for many core portfolios. In the next 30-minute strategy discussion, participants will have a chance to ask questions and engage in thoughtful discourse with Columbia Threadneedle Investments and VettaFi on alternative opportunities to augment and diversify a financial advisors' client core portfolios beyond traditional benchmarks.

November 3, 2022
9:30a PT | 12:30p ET
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SUMMARY

Topics we'll be sure to cover in this 30-minute LiveCast include:

  • Why to consider changing your benchmark.
  • How financial advisors can follow rising opportunities — not the crowd.
  • A unique approach designed to compensate for the flaws in generic benchmarks.
  • How research driven, active insights help financial advisors target the outcomes clients expect.

SPEAKERS

Jay McAndrew, CIMA

Vice President, National Sales Manager
Columbia Threadneedle Investments

Todd Rosenbluth

Head of Research
VettaFi

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