Sponsored Content

Webcast: Developing Customized Model Portfolios for an Increasingly Customized World

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In an age when many products and services are tailored to discrete customer segments, model portfolio customization offers ways for financial services providers to tune their offerings in ways that may be optimized for both client acquisition and investor outcomes.

Advisory clients’ expectations are growing as the market for sophisticated financial guidance becomes increasingly crowded and competitive. Asset markets can be volatile, and both risk and opportunity could continue in the years ahead. Meanwhile, advisors seek ways to differentiate themselves from their many competitors.

The time is now right for a conversation on the objectives and mechanics of customizing model portfolios. View the conversation with our panel of portfolio customization experts from Invesco, FTSE Russell, and BlackRock as they provide insights on:

  • The current and future opportunity for the customized model market
  • The power of model customization to tune investment strategies to advisors’ and clients’ unique objectives
  • The changes, adjustments, and benefits that can set customized model portfolios apart from standard models
  • Benchmarking strategies and methods for customized models that may contain private alternative assets
  • How model developers explain customization to advisor clients who are unfamiliar with them

Who you’ll hear from

  • Ryan Sullivan, Director and Head of Buy Side, Americas at FTSE Russell
  • Karl Desmond, Client Portfolio Manager, Model Portfolios at Invesco
  • Rob Eckrote, CFA, VP of Institutional Consulting at BlackRock
  • Moderated by Sam Knox, Head of II’s Custom Research Lab


FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION.

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Carefully consider the investment objectives, risk factors, charges and expenses of funds within the model portfolios before investing. This and other information can be found in the funds’ prospectuses or, if available, the summary prospectuses which may be obtained by visiting each fund company’s website or calling their toll-free number. For BlackRock and iShares Funds, please visit www.BlackRock.com or www.iShares.com. Read the prospectuses carefully before investing.

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The opinions expressed are those of speakers and are subject to change. There is no guarantee that the forecasts made will come to pass. This material does not constitute investment advice and is not intended as an endorsement of any specific investment. Investment involves risk. Information and opinions are derived from proprietary and non-proprietary sources.

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U.S. Sam Knox Ryan Sullivan BlackRock Investments BlackRock Investment Management