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27 June 2024 | 2:10 PM - 3:00 PM

How to Navigate the Model Portfolio Landscape

The model portfolio landscape continues to grow at a rapid pace, with an abundance of offerings to choose from. This panel discusses the evolution of model portfolios with participants across the model portfolio ecosystem, including gatekeepers and how they select models for their platforms, as well as model providers and how they assemble their model offerings.

Speakers

Director, SVP; Multi-asset Solutions Business Lead

Kelly Campbell

Director, SVP; Multi-asset Solutions Business Lead
Capital Group
Director, Manager Selection

Josh Charlson

Director, Manager Selection
Morningstar Research Services LLC
Multi-Asset Solutions Investment Specialist

Amy Foland

Multi-Asset Solutions Investment Specialist
J.P. Morgan Asset Management
Director, Multi-Asset Alternatives, Manager Research

Janet Yang Rohr

Director, Multi-Asset Alternatives, Manager Research
Morningstar Research Services LLC