At Natixis Investment Managers, we take a dynamic view of markets, investors and portfolios to help empower investment professionals. That means you’ll get broader perspectives on investing – and actionable insights to help support your business. As part of this, we offer CE-accredited courses on a variety of market and industry topics. Here’s a look at our upcoming webinar schedule:
Looking Under the Hood: A Deep Dive into Model Portfolio Construction
While the benefits of using model portfolios are well documented, the range of methods used in model construction is less well known. Understanding the strengths and weaknesses of different construction methodologies can help in selecting the most appropriate portfolios for clients. The presenter discusses the pros and cons of various model construction approaches, and participants will learn how asking the right questions can help inform the decision-making process related to model portfolio selection.
Date & Time: Tuesday, August 11, 3:00 p.m. ET
CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA® or RMA®
Presenters: Brian Kmetz, CFA®, CIPM®
Contact your Natixis representative for more information or to schedule an in-person presentation for your meeting or event.
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