ETF model portfolios provide a cost-effective strategy allowing more time to be spent on client-facing activities including client acquisition and retention. 2020 accelerated the adoption of key technologies and themes. As such, we expect thematic equity to remain an essential element in constructing portfolios focused on forward looking trends. Sustainability is also likely to take a front and center role in the months and years ahead. Recent political changes in the U.S. are supportive of clean energy and sustainably focused infrastructure.
In this webinar, we’ll provide our insights and expectations for the year ahead while discussing how ETF model portfolios can help you to potentially expand your business in an environment that is constantly evolving. We’ll also discuss the ETF model portfolio landscape as well as our approach to constructing model portfolios.
Topics covered in this webinar include:
The growth in model portfolios over the last 5-10 years
Why model portfolios are becoming more popular—and the benefits that model portfolios provide to advisors for scaling their business
What is unique about Global X’s approach to model portfolios
Sponsored by
Jon Maier SVP, Chief Investment Officer Global X
Michelle Cluver, CFA Portfolio Strategist (AVP) Global X
David Armstrong - Moderator Editor-in-Chief and Executive Director of Content and User Engagement WealthManagement.com
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Jon Maier
Michelle Cluver, CFA
David Armstrong - Moderator
