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. Register for an upcoming live webinar or take a course On Demand at your convenience.
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: Thursday, February 11, 3:00 p.m. ET
CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA®, RMA® or TX CPA®
Presenter: Brian Kmetz, CFA® , CIPM®
On Demand Learning
Contact your Natixis representative for more information or to schedule an in-person or virtual presentation for your meeting or event.
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There can be no assurance that developments will transpire as forecasted. Actual results may vary. The views and opinions expressed may change based on market and other conditions.
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