MMI Advisory Insights: Navigating the Complexities of Delivering and Distributing Models

Steve Camp
Managing Director, Managed Account Services, State Street Alpha

Mark Spina​
President and COO, FLX Networks

Asset flows into model portfolios have been rising and it is expected that this trend will continue, presenting a growth opportunity for asset managers.

Yet, there are complexities and challenges to navigate in model delivery and distribution as well as the potential for additional regulation. Given all this, what are possible approaches and considerations for wealth and asset managers?

Steve Camp, Managing Director at State Street, and Mark Spina, President and COO of FLX Networks, discuss best practices for managers who wish to enter this space, the implications of possible regulation, and what the future may hold.

The material presented is for informational purposes only. The views expressed in this material are the views of the author, and are subject to change based on market and other conditions and factors, moreover, they do not necessarily represent the official views of Charles River Development and/or State Street Corporation and its affiliates.

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