Economic and compliance pressures have put the onus on the asset management wholesaler to serve in an advisory capacity, rather than one focused on sales. Portfolio construction tools enable wholesalers to increase their relevance by supporting the wealth management advisor before the client sale. Tools focused on portfolio risk analytics, model management and ESG screening are in particular demand from advisors.
NOTE: You must register with the corporate domain email address for this webinar. Yahoo!, Gmail or similar free email domain addresses will not be able to register.