Webinar: New in Model Portfolios: Blended Benchmarks, Portfolio Sleeves, and Advisory Fees
In this webinar, we demonstrate how to:
- Create customized blended benchmarks to more accurately analyze portfolio performance
- Build sleeves (portfolios included as holdings in other portfolios) to scale model portfolio creation or implement core-satellite strategies
- Include advisory fees in Model Portfolios to give more precise returns data, compare fee structures, and reinforce your value