Portfolio design must evolve for the industry to survive (II)

Wade Matterson  |  Milliman  |  19 February 2020  |  0.50 CE

The development of robust and sustainable investment approaches is a complex and intricate art. Increased scrutiny, transparency and options for investing means that we need to reconsider our role in the delivery of client outcomes. Constant change within the wealth management and financial advice sectors means that demand for approaches that are simple and efficient continues to grow. Portfolio design that enhances the communication and advice processes will add value beyond fees and returns, and offer investment advisers an elegantly simple approach to serving t...

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