WEBCASTS
Model Portfolios: New Research on Growth Drivers and Benefits
As financial advisors look to optimize their practices, many are turning to model portfolios as a key component of their investment management process. In this upcoming webcast, State Street Global Advisors will share new research on the impact of outsourcing and explore how model portfolios may add operational efficiency and elevate the client experience.
SUMMARY
Topics will include:
- How offering less customized investments may improve client satisfaction
- The key benefits of model implementation
- Incorporating a model portfolio to improve the investment management process
- How to select the right model provider
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Jonathan Linstra
Head of ETF Model Portfolios and Advised SolutionsState Street Global Advisors
Brie Williams
Head of Practice ManagementState Street Global Advisors
Robert Spencer, CFA
Head of Portfolio Strategy, Investment Solutions GroupState Street Global Advisors
Tom Lydon
CEOETF Trends
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Important Disclosures
For Investment Professional Use Only.
Important Information
Investing involves risk including the risk of loss of principal.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs’ net asset value. Brokerage commissions and ETF expenses will reduce returns.
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State Street Global Advisors Funds Distributors, LLC, member FINRA SIPC is not affiliated with ETF Trends.
Not FDIC Insured – No Bank Guarantee – May Lose Value
2692427.1.1.AM.INST
Exp. Date: 10/31/2019