Portfolio personalization – including tax-sensitive transition, year-round tax-loss harvesting, ongoing gains deferral, household-level portfolio management, ESG and religious value screens and tilts, risk customization, custom product choice, direct indexing and more – is central to delivering a differentiated client experience. But delivering personalized portfolios has traditionally been a manual process.
Join Mike Casciano, Head of Model Strategy and Portfolio Consulting at Principal® and Jerry Michael, Smartleaf AM President and Founder, on October 11, 2022 at 11:30 AM EST to discuss how technological innovation makes it possible to deliver personalized portfolios and a differentiated client investment experience at scale.
Topics will include:
- What are personalized portfolios?
- What are the most important components?
- How do you deliver them at scale?
- How does this change the role of your client-facing advisor?
- How do you leverage personalized portfolios to gain market share?
They'll answer questions live. Registration is HERE.
