How to pick funds when designing a Model Portfolio

Presented by

Allan Lane, PhD, Algo-Chain | Joshua Woodruff, CFA, Vanguard Asset Management | Irene Bauer, PhD, Twenty20 Investments

About this talk

How to pick funds when designing a Model Portfolio You'll learn about: 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? Panel: 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

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