Dynamic Model Portfolios in Action:

Tactical Investment Strategies with Jeff Kilburg & Dan Deming of KKM 

In this webinar, Jeff Kilburg (CNBC contributor & founder KKM Financial) and Dan Deming (Managing Director at KKM Financial) joined YCharts’ Rushi Shah and discussed:

• The process of transferring data from model management software into Dynamic Model Portfolios (DMPs)
• How unique capabilities of DMPs enable you to dig deeper on model performance and holdings changes
• Using DMPs and other tools for strategy comparison, creating visuals, and running ad-hoc analysis