An Insider's View of the Active Model Portfolios Landscape

Presented by

Allan Lane, PhD, Algo-Chain | Callan Boyle, Linear Investments | James Churchman, Linear Investments

About this talk

Panel: Allan Lane, PhD | Founding Partner, Algo-Chain Callan Boyle│ Vice President of Fund Investments, Linear Investments James Churchman │ Head of Sales, Linear Investments You'll learn about - The role that Active funds play in the UK's Model Portfolio Landscape and how this market is evolving - The types of active products that are selected by DFMs and Financial Advisors and what are the key steps of the due diligence process that goes on behind the scenes - Why the management lifecycle of a portfolio comprising active funds might differ from one built using passive funds
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