14 Jan 2021
Fund Intelligence & Charles Schwab Investment Management Webinar: Shifting model usage and the future of managed investing

Join us on January 14th for our first webinar of 2021: Shifting model usage and the future of managed investing partnership with Charles Schwab Investment Management.

Date: Thursday, January 14th, 2021

Time: 12pm EDT

Register here >>

Discussion points will include:

  • How has adviser model usage changed over time and what does the future hold?
  • Trends in model construction and what the next generation of model portfolios will look like
  • The evolution of model delivery structures and technology
  • How asset managers can ensure they are on the right side of change
  • The future of ESG and direct indexing in managed investing


James Connington, Global Wealth Editor, Pageant Media


Omar Aguilar, CIO of passive equities and multi-asset strategies, Charles Schwab Investment Management

Dana D’Auria, Co-CIO, Envestnet

Tim Kresl, Principal of Distribution Insight, Broadridge 

More speakers tbc.

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