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MASTERCLASS: Model Portfolios - May 2023

Two Model Portfolio Managers discuss the advantages of Model Portfolios in buffering against volatile markets, how they can help Financial Advisors focus on practice management, and ways to integrate them into portfolios. Also covered are common misconceptions surrounding use of models and how to dispel them and effectively communicate their benefits.
  • Seth Buks, CIMA, Client Portfolio Manager - Columbia Threadneedle
  • Marina Gross, Co-Head of Natixis Investment Managers Solutions - Natixis Investment Managers