In response to the rise of the model marketplace within the investment management industry, IMEA introduced the Models Roundtable. This new event, held in conjunction with the Portfolio Construction Roundtable on September 24 at T. Rowe Price in Baltimore, brought together industry leaders in this business area to candidly discuss the latest trends, best practices, and challenges surrounding model implementation. This intimate discussion was designed to foster collaboration on issues identified by attendees as top-of-mind. Highlights included:
Research & Trends from Cerulli Associates
Candid Discussions on:
- Public/Privates in Models
- Tools & Resources
- Distribution Strategy
- Structure
- Client Preferences
- Practice Management
- Content Communications Strategies
