Vestmark

The Evolution of Model Access & Delivery

By Rob Klapprodt, Corporate Strategy Officer

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The use of models to distribute investment strategies is on the rise, and given the efficiencies they create, there is little doubt that the use of investment models will continue to increase over time.

Whether you are an asset manager or wealth manager, the discussion will address the ways in which model access and model distribution are changing. Our panel of experts will discuss navigating your firm through this new landscape.

During this 1-hour webinar, Vestmark will host a panel to discuss challenges, lessons learned, best practices and ideas for simplification, including:

  • Strategies to shorten and streamline the burdensome due diligence process
  • Embedding greater transparency into strategy/model reporting for managers
  • Efficiently managing a large network of contracts and manager relationships

Listen to a recording of our webinar, here.

By Rob Klapprodt, Corporate Strategy Officer