MASTERCLASS: Outcome-Driven Solutions
The pressure to deliver investors more value-added services is growing—a challenge in today’s increasingly complex regulatory and capital markets environment. In this Masterclass, experts from Columbia Threadneedle Investments discuss how incorporating model solutions may assist advisors: Josh Kutin, CFA, Head of Asset Allocation, North America Anwiti Bahuguna, Ph.D., Head of Multi-Asset Strategy Ben Simonds, Vice President, Client Portfolio Manager, Global Asset Allocation and Alternative Investments Scott Brady, Vice President, Head of Product Development and Strategy
Fidelity Model Portfolios
Matt Goulet, SVP of Model Portfolios, discusses the blend of active and passive management within Fidelity’s Model Portfolios.
Active Currency: The “Forgotten” Alpha
Active currency management is one of the most misunderstood and unrecognized components of investment management, offering significant potential alpha and diversification benefits. At William Blair, our active culture creates a dynamic environment in which we are continuously evolving in pursuit of better client outcomes. Active Never Rests: Discover how active is more than just an investment approach at: https://williamblair.com/active William Blair Investing Insights Blog
Late Cycle Factor Risks
Is it time to take a defensive, late-cycle approach or did the 2018 stock market correction leave room to stay aggressive? February's Ivy Live takes a hard look at key factors in portfolio construction now.
Positive Outlook for Women in Leadership Roles
Television Host Liz Claman discusses a positive US economic outlook for 2018 with Patrick Martin, founder of Martin Investment Management, LLC, following the implementation of President Trump's tax cut plan and the growing number of opportunities for women in leadership roles.