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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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Tanya Bartolini discusses how the proliferation of model portfolios threatens many investment firm's efficiency and control.