As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
WEBINAR
The Next Evolution in Portfolio Design: Understanding the 50/30/20 Model
November 12 @ 4:00 pm - 5:00 pmAs traditional portfolio strategies face new pressures from market volatility, inflation, and shifting investor priorities, a fresh framework is emerging: the 50/30/20 model. This modern approach to portfolio design aims to balance core stability, tactical opportunity, and alternative diversification in a way that reflects today’s complex investment environment. Join our…
Moderator/s: Daniil Shapiro
As traditional portfolio strategies face new pressures from market volatility, inflation, and shifting investor priorities, a fresh framework is emerging: the 50/30/20 model. This modern approach to portfolio design aims to balance core stability, tactical opportunity, and alternative diversification in a way that reflects today’s complex investment environment.
Join our panel of industry experts, led by Daniil Shapiro, Product Development Director at Cerulli Associates, as they break down the principles behind the 50/30/20 model—what it means, how it’s applied, and why it’s gaining traction among advisors and sponsors. Learn how this evolved structure can support long-term growth, enhance client retention, and adapt to changing economic cycles.
Q&A session to follow. Register today!
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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Past Webinars
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