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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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.


Jay McAndrew, CIMA

Vice President, National Sales Manager
Columbia Threadneedle Investments

Todd Rosenbluth

Head of Research

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