Experts discuss the use case for model portfolios, why there is a desire for them in the marketplace, and some of the ways they can achieve excess returns. The panelists cover demand & advisor adoption, look at the current model landscape, and explore some of the latest innovations and developments.
- Seth Buks, CIMA, Client Portfolio Manager, Columbia Threadneedle
- Suzanne Daly, Product Area Leader, Proprietary Models & Wealth Advisor Solutions, Fidelity Investments
- Joshua Greco, Vice President, Head of Institutional Portfolio Management, Franklin Templeton Investment Solutions
- Brian Kmetz CFA®, CIPM®, Vice President and Portfolio Manager, Natixis Investment Managers Solutions