Replay: From General to Specialized: The Evolution of ETF Model Portfolios and Emerging Market Update
Wednesday, December 7, 2022 11:00 am - 12:00 pm EST
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ETF Investors now have unprecedented access to a wide range of building blocks for their portfolios. We have entered what some may call a golden age for ETF model portfolio construction. Given the growth in this field, understanding the latest ETF model portfolio trends and developments, and how models can add value to your wealth business is critical for financial professionals. Few understand the current state of ETF model portfolios as deeply as Morningstar Research Services’ Adam Millson, who recently authored Morningstar’s 2022 Model Portfolio Landscape Report.
Adam will talk about trends he sees across the industry, including the shift toward specialist advisors and asset-class specific Model Providers. Afterward, KraneShares COO Jonathan Shelon, CFA, and Senior Investment Strategist Anthony Sassine, CFA, will give an emerging market and China update and discuss how various investing tools such as how fundamental, technical, and valuation signals can be applied to these markets to create industry-leading portfolios.