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.
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.
Head of ETF Model Portfolios and Advised Solutions State Street Global Advisors
Head of Practice Management State Street Global Advisors
Robert Spencer, CFA
Head of Portfolio Strategy, Investment Solutions Group State Street Global Advisors
CEO ETF Trends
For Investment Professional Use Only.
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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