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.