Your advisor clients may have to deal with nervous clients every day – investors who may be worried about the volatility in markets, and likely expecting the ride to get bumpier. Advisors could be challenged to come up with new investment solutions, and risk losing clients if they don’t. Model portfolios can be a potential option for advisors to help keep clients engaged and may help provide improved investment outcomes.
Join your peers and experts from Blackrock and Manulife Investment Management for an interactive conversation that, among many other insights, will focus on:
- Why demand for model portfolios may be rising, and how they can provide stickier assets for advisors.
- How model portfolios can offer professional asset management to help navigate volatile markets.
- How the collaboration behind model portfolios could help advisors expand their client base, add new product offerings, and provide service support.
- Where the model portfolio industry may be going
Who you’ll hear from
- Christopher Milliken, CFA, Head of Institutional Product Consulting, iShares
- Ryan Sullivan, Director, Head of Buy Side, Americas, FTSE-Russell
- Bruce G. Picard, CFA, Portfolio Manager and Head of Model Portfolios, Multi-Asset Solutions Team, Manulife Investment Management
For Professional, Institutional and/or Accredited investor use only.
Manulife Investment Management and iShares are not affiliated.
FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION.
Important: By registering for this event, you represent to BlackRock that (i) your attendance (including any provision of room, board, and business meals at BlackRock’s expense) will not violate any law, regulation, or policy applicable to you, either in the United States or otherwise, (ii) you have made all required disclosures and received all required permissions in connection with your attendance, and (iii) you will comply with all applicable reporting obligations related to your attendance.
Investing involves risk, including possible loss of principal.
Asset allocation and diversification may not protect against market risk, loss of principal, or volatility of returns.
No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.
This material is provided for educational purposes only and is not intended to constitute investment advice or an investment recommendation within the meaning of federal, state or local law. You are solely responsible for evaluating and acting upon the education and information contained in this material. BlackRock will not be liable for direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such. Please consult with a qualified professional for these types of advice.
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Manulife Investment Management and iShares are not affiliated.