Fund Intelligence & Charles Schwab Investment Management 2021 | Fund Intelligence | 14 January 2021 | Webinar
Venue
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| Event Date | Thu Jan 14 EST (almost 4 years ago) |
| Location | Webinar |
| Region | Americas |
Details
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
Speakers
2021 Speakers
MODERATOR:
James Connington
Global Wealth Editor, Pageant Media
SPEAKERS:
Omar Aguilar
CIO of passive equities and multi-asset strategies, Charles Schwab Investment Management
Dana D’Auria
Co-CIO, Envestnet
Tim Kresl
Principal of Distribution Insight, Broadridge
Sponsors & Partners
2021 Sponsor
• Charles Schwab Investment Management