Interest in model portfolios has spiked as financial advisors are pressured to do more with less. Model portfolios are a useful tool that can help advisors think strategically about portfolio management and help achieve scale to better serve their clients.
Join us on April 7th where Elisa Payne, Customer Success Manager, will demonstrate the value of model portfolios for advisors. In this webinar you’ll learn:
- How to build model portfolios within Morningstar Direct
- How to analyze a model based on risk and return
- Best practices for reporting on models within Presentation Studio