Accepted for CFA®, CIMA®, and CFP® credit.

A complimentary webinar for financial advisors and wealth managers.

New research shows that most portfolios of active funds have tended to underperform comparable combinations of index strategies over the long term. Model portfolios give wealth managers an opportunity to capitalize on these findings.

Join S&P DJI and industry leaders to find out how wealth managers can add value through asset allocation and avoid time spent on active manager selection, while implementing strategies consistent with their outlook.

Topics will include:

• • How wealth managers can stay nimble but avoid the pitfalls of stock- and bond-picking
• • Practical strategies for building a model based on an outlook
• • What to look for when selecting an outsourced model portfolio