Bringing it all together: portfolio construction trends and techniques

 

 

 

Click here for the presenation slides
 

December 10, 2014
Time: 4:00 pm EST

Complimentary Webcast

Sponsored by


Wells Fargo

 

 
 

Speaker
Russ Koesterich
Global Chief Investment Strategist,
Head of BlackRock Model Portfolios & Solutions 


 

Speaker
Michael Gates
Head of USWA Model Portfolio Investment Research

The move to advisory has quickly grown in the U.S. from a niche specialization to a mainstream strategy utilized by financial advisors. Hear BlackRock's Global Chief Investment Strategist Russ Koesterich and Head of U.S. Wealth Advisory Model Portfolio Investment Research, Michael Gates, discuss this budding trend and techniques you can implement to build better portfolios for your clients. In this session you will learn about investment strategies that go beyond picking individual stocks and bonds; learn about model portfolios as a way to:

 

- Deliver scalable asset allocation guidance

- Leverage sophisticated risk analytics with clients

- Construct flexible and cost-effective portfolios

 


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