Financial advisors looking to streamline their business have turned to model portfolios as efficient tools to optimize their investment management process. In this upcoming webcast, State Street Global Advisors and ETF Trends will show how model strategies can add operational efficiency and elevate the client experience.
Why model portfolios are a scalable solution for turbulent markets
Balancing client interaction and portfolio construction
Evaluating and implementing model strategies
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.
Daniel Farley, CFA
Global Chief Investment Officer - Investment Solutions Group State Street Global Advisors
Head of Practice Management State Street Global Advisors
David Marshall, CFA, CAIA, FRM
ETF Model Portfolio Strategist State Street Global Advisors
CIO, Director of Research ETF Trends and ETF Database
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.