Webinar
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, 2020

Time: 12pm EDT

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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

More speakers tbc.

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