June 2023
Why growing model portfolio customization poses a challenge to scalability
In the world of investment decision making, model portfolios have risen to prominence, offering efficiency and cost effectiveness. However, the proliferation of these portfolios poses challenges to scalability and control.
In this article, Tanya Bartolini discusses how technological advancements enable firms to customize and manage model portfolios effectively, catering to diverse client needs. As the number of model portfolios and accompanying systems grows, it becomes crucial to adopt streamlined approaches that provide clear optics and improved client engagement. By centralizing data and utilizing analytical tools, investment teams can achieve both customization and consistency.
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Investment Management
The Jirafication of Investment Management in the Age of AI
Investment management has long been defined by intellectual curiosity, analytical rigor, and high-stakes decision-making. Historically, these strengths thrived in siloed environments - portfolio managers, analysts, .....
Tanya Bartolini discusses how the proliferation of model portfolios threatens many investment firm's efficiency and control.