Portfolio Management and Product Track — Panel 1: Model Portfolios and the Rise of Shared and Centralized Discretion
Date & Time
Wednesday, November 10, 2021, 10:30 AM - 11:15 AM

Advisors are grappling with their role in managing client assets from commoditization at one end to increasing complexity at the other. Couple that with expanding services, adoption of financial planning, and growing compliance pressure, and advisors are increasingly leveraging the growing number of third-party and home-office model portfolios. This panel will discuss the rise of the model portfolio marketplace, the changes related to investment tools/platforms, and support to provide advisors with more choice and assistance in addressing client investment needs and goals, including:

  • How portfolio construction is changing and the role of the advisor
  • Evolution of the CIO and the investment process, and adoption of home-office and third-party model portfolios
  • The importance of UMA platforms and the redefined TAMP market
  • Supporting advisors in portfolio construction and shared discretion
Dennis Gallant