5 essential issues - managed account vs managed fund

Annika Bradley | Lodrino | 16 October 2018

Constructing portfolios for clients is more than simply coming up with a model portfolio in a spreadsheet. A critical element is implementing the portfolio across the client base. Ideally, all clients are treated equally and portfolio changes are made in a timely manner. There are many ways to implement portfolios, but let’s look at some of the pros and cons between implementing a diversified portfolio in a managed fund versus a manage...

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