Learn From the United States: A US$6 Trillion Model Portfolio Market*


Date and Time:
On-Demand
Duration: 60 minutes


Model portfolios can help financial advisers navigate tumultuous market conditions, leaving them with more time to engage with clients and better manage their business.

US-based Head of Model Portfolios and Advised Solutions, Jonathan Linstra is joined by an panel of experts as they share insights on the trends underpinning this exponential growth in the United States, and how advisers have implemented model portfolios to enhance efficiency and their client value proposition. 

The discussion will feature:
  • A look at how model portfolios have helped advisers navigate recent market events, as well as the benefits of model portfolio adoption 
  • Trends of the US model portfolio industry
  • A framework for model portfolio due diligence
  • Best practices on how to implement model portfolios into your practice

We are pleased to offer CPD points to those that attend.

Complete this registration form to listen now.

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Register Now

*By submitting this form, you attest to being an investment professional and you agree to be added to our direct marketing distribution list. You may unsubscribe at any time by contacting State Street Global Advisors or using the unsubscribe functionality available on our marketing documents to opt out from receiving direct marketing. If you have already unsubscribed your email address above from our direct marketing distribution list, it will not be added. Privacy Policy

Overview

Title: Trends in Managed Accounts
Date: Wednesday, 29 April 2020
Time: 2:00 PM (AEST)
Duration: 75 Minutes

Summary

Bopp and Tone
60 Carrington Street
Wynyard Park
Sydney, NSW 2000

Agenda

11.45 Registration
12.00 Presentations
13.30 Close

Date

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Zunfthaus zur Waag
Münsterhof 8
8001 Zurich

Speakers

Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets
Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets
Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets

Speakers

Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets
Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets

Speakers


Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets

Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets

Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets