The History of Model Portfolios

Overview

 

Model portfolios are changing how we invest. Once exclusive to the wealthy, these professionally designed investment templates are now accessible to everyone, thanks to advancements in technology and the rise of innovative platforms.

 

This shift opens doors to sophisticated wealth management solutions for a wider range of investors, no matter their investment goals or risk appetite. As the industry continues its impressive growth trajectory, fuelled by increasing demand and evolving technology, model portfolios are poised to become the cornerstone of investment strategies worldwide.

 

 

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This podcast has been provided as part of Algo-Chain's Model Portfolio Masterclass Series.

Presented over a number of weeks by the co-founders of Algo-Chain, Allan Lane, Ph.D & Irene Bauer, Ph.D, this series aims to share their many years of hands-on experience with Wealth Managers & Financial Advisors who are looking to offer their own suite of Model Portfolios.

Covering everything from portfolio construction using ETFs, to the more ambitious goal of actively managing an optimized portfolio using trading signals.

Our goal is to help you deliver top quartile performance.

Access Algo-Chain's landing page to learn more about our we are using AI assisted ETF search to deliver top quartile returns.

Wealth Manager Solutions 

 

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