Delivering Portfolio Customization Without Increasing Operational Complexity

Portfolio managers are creating personalized experiences for investors to compete in today’s hypercompetitive environment.

This webinar will discuss how firms are delivering on the promise of portfolio customization without increasing operations.

Topics covered will include:

• Trends that are driving management firms to separate accounts
• Challenges firms face as they grow into a separate account business
• Technologies and strategies that make this practice scalable

Nancy Hancock, IAA’s VP of Business Practices, will lead a discussion with Boris Bykhovsky, Vice President, Solutions Management & Consulting, SS&C Advent, and Jake Urban, Vice President, Investment Operations, FCI Advisors.