Model Portfolio
Webinar Mini-Series



Topics:
  • How you can find your way through the various ESG screening methodologies
  • The history of ESG in the Passive Investment space, the products on offer and who the main providers are
  • The Top 3 Tips to consider when constructing an ESG centric Model Portfolio
Allan Lane, PhD | Founding Partner, Algo-Chain
Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments


Topics:
  • What are the key differences between an institutional & retail investor?
  • In the US the race to zero on brokerage fees continues apace, where will Europe be in 2020?
  • What a perfect Model Portfolio looks like for each of the different segments
Allan Lane, PhD | Founding Partner, Algo-Chain
James Shanks │ Head of ETF Strategy, Tavira Securities
Stuart Fieldhouse | Director, The Armchair Trader


Topics:
  • The next generation of ETFs which provides access to investment strategies that were once the preserve of the HNW investor
  • Understand what is meant by a Digital Distribution Network and why this matters for fund providers
  • What are the key points to consider when looking to construct Model Portfolios using Beta, Smart Beta and Alternative ETFs
Allan Lane, PhD | Founding Partner, Algo-Chain
Claire Peck, CFA │ Client Portfolio Manager – Emerging Markets Equities, JP Morgan Asset Management
John Adu, | Co-Head of ETF Distribution, JP Morgan Asset Management


Topics:
  • Why have model portfolios proved to be so popular?
  • What type of products are Financial Advisors and Discretionary Fund Managers typically including when they build these portfolios?
  • How do you actually go about building a model portfolio, what are the practical considerations when selecting funds?
Allan Lane, PhD | Founding Partner, Algo-Chain
Joshua Woodruff, CFA │ Senior Manager, Portfolio Consulting, Vanguard Asset Management
Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments