As Head of Model Portfolio Solutions, my team and I have the privilege of analyzing a wide range of portfolios, consulting advisors on solutions that work for their book of business.
- Portfolio consulting can help an you understand how to implement a thematic approach that is tailored to your book of business.
- Setting limits on the allocation to diversified thematic equity can help manage risk while maintaining long-term thematic exposure.
- Model portfolios provide convenient vehicles for managing diversified thematic solutions.
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