How Model Portfolios Are Upending Asset Management

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Description


According to research from Cerulli, nearly half of advisors use a model portfolio to manage $2.7 trillion in assets. We’ll discuss how those models are permeating all aspects of investment management in the financial advisory industry.

About Hollie Fagan

Hollie Fagan is a Managing Director and head of BlackRock's dedicated Registered Investment Advisor Channel, Retail Investor Platforms and Retail Financial Institutions Group. Her team is responsible for delivering BlackRock's full capabilities to RIAs and Insurance companies, including distribution, marketing, and investment support for mutual funds, separately managed accounts, alternatives and iShares ETFs.

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