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.

September 12, 2019
11am PST | 2pm EST
1 CE Credit
Already Registered? Click here »

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 Solutions
State Street Global Advisors

Brie Williams

Head of Practice Management
State Street Global Advisors

Robert Spencer, CFA

Head of Portfolio Strategy, Investment Solutions Group
State Street Global Advisors

Tom Lydon

CEO
ETF Trends

Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with ETF Trends and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the ETF Trends' Privacy Policy. You can unsubscribe at any time.

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.

Intellectual Property Information: Standard & Poor’s, S&P and SPDR are registered trademarks of Standard & Poor’s Financial Services LLC, a division of S&P Global (“S&P”); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation’s financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

© 2019 State Street Corporation. All Rights Reserved.

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