New Model Adviser A-Z Model Portfolios
THURSDAY 22 APRIL | 10:00
The rise in popularity of model portfolios amongst financial advisers continues to build in the face of rising pressures on time, regulation and cost. How are they evolving across the industry and where are they heading?
This year New Model Adviser will cover the case for and construction of model portfolios in an annual Special Report, to be published on 24th May. They’ll take a 360 degree look at model portfolios at a range of institutions from the largest asset managers and directly authorised IFA firms.
AGENDA
In a live event on the 22nd April we’ll be speaking as part of a panel of CIOs, portfolio managers, fund analysts, and advisors at firms across the UK about our asset allocation process, portfolio construction, and fund selection. We will be delving into:
- How we decide which vehicles to use
- Specific strategies
- Our views on active vs. passive
- How all of these factors interact with one another
