Webcast: Maximizing Your Investment Portfolio with Diversification amid Market Volatility
Are you a wealth advisor looking to meet your clients’ investment objectives in a crowded and competitive market? Model portfolios might be the solution you need! With the rise of sophisticated financial guidance, it’s crucial to keep clients engaged while addressing their unique investment goals.
In a recent discussion with experts from John Hancock and BlackRock, various aspects of model portfolios were explored. These institutional-grade asset allocations can be tailored to meet a broad array of investor requirements, offering a level of customization that tunes investment strategies to clients’ specific objectives. As providers expand model offerings with new asset classes and strategies, advisors can gain efficiency and effectiveness through a well-executed model portfolio strategy. This, in turn, allows advisors to focus more on client engagement and practice development.
The experts in the discussion include Rob Eckrote, CFA, VP of Institutional Consulting at BlackRock, Nathan Thooft, CFA, CIO of Multi-Asset Solutions at John Hancock, and was moderated by Cynthia Steer, Co-chair of II’s Institutional Investor Institute and Alternative Investor Institute.
Please note that this information is intended for professional, institutional, and/or accredited investor use only. If you are a Canadian investor, specific eligibility criteria apply, and it’s recommended to seek Canadian legal advice before proceeding. For U.S. investors, it’s important to carefully consider the investment objectives, risk factors, charges, and expenses of funds within model portfolios before making any investment decisions.
Remember, investing involves risk, including the possible loss of principal. However, with the right model portfolio strategy, advisors can navigate the volatile asset markets and continue to provide their clients with the financial guidance they need. Whether you are looking to retain current clients or acquire new ones, exploring model portfolios could be a beneficial path to consider.
