February, 2021
18FEB3:00 PM4:00 PMIn Session | Portfolio ConstructionLIVE Zoom Discussion 3:00pm EST
Event Details
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Event Details
In this live, interactive event, members talked about various approaches in portfolio construction related to technology, team structure and globalization.
Discussion Highlights
Technology
- Buy vs. build is an Important decision dependent on needs of customization vs. scale.
- Some firms are using a combination of homegrown and purchased solutions.
- Development of digital tools is a top priority.
Team Structure
- Majority of teams align to distribution.
- Regionalization nudges service models upstream and requires clear segmentation strategy.
- Rotational (Q Intake rotation) allows sales to decide if they present or bring in home office (less key person risk).
- Benefits of divisional specialist alignment depend on team size and channelization of sales force.
Globalization
- Many asset allocation insights are universal across regions.
- Need to prioritize regions and gather local analytical resources to customize offering.
- Expansion plans need to be mindful of regions’ market structure and local sales team interest.
Discussion Leaders
Solon “Bud” Person
EVP & Director Portfolio
Federated Hermes
Adam Hetts
Global Head of Portfolio Construction and Strategy
Janus Henderson Investors
Mike Kubik
Portfolio Construction Specialist
T. Rowe Price