Powering Scalable Portfolio Customization
Charles River & Qontigo
Courtney Scharff
Senior Managing Director, Strategic Partnerships, Qontigo
Randy Bullard
Global Head of Wealth, Charles River®
Frank Smietana
Head of Thought Leadership for State Street AlphaSM , Charles River
Demand for customized portfolios is accelerating. Investors increasingly expect wealth managers to tailor portfolios according to their personal circumstances and beliefs. For managers and advisors, offering customized portfolios is becoming an important differentiator.
Qontigo’s Courtney Scharff and Charles River’s Randy Bullard discuss with Frank Smietana how we’re enabling customization at scale, powered by the Axioma Portfolio Optimizer.
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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