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
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
Moderator:
James Connington, Global Wealth Editor, Pageant Media
Speakers:
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.
Sponsored by:
