February, 2021

18FEB3:00 PM4:00 PMIn Session | Portfolio ConstructionLIVE Zoom Discussion 3:00pm EST

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.
Participant List

 
Discussion Leaders

 

Solon “Bud” PersonSolon “Bud” Person
EVP & Director Portfolio
Federated Hermes

 

Adam HettsAdam Hetts
Global Head of Portfolio Construction and Strategy
Janus Henderson Investors

 

Mike KubikMike Kubik
Portfolio Construction Specialist
T. Rowe Price

 

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