With advisers under pressure to deliver tailored portfolios while preserving efficiency, Cho explains why scalable, rules-based investment solutions – particularly managed accounts and model portfolios – are becoming essential tools for modern practices.
Tune in to hear:
- How utilising a core–satellite approach can balance the goals of diversification, cost efficiency, and alpha generation.
- Why rising compliance load and limited time is driving advisers to scalable model portfolio solutions.
- The practical benefits that model portfolios can provide for both advisers and their clients.
Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (Vanguard) is the Portfolio Manager of the Vanguard Core-Satellite Model Portfolios (Portfolios). Lonsec Investment Solutions Pty Ltd (LIS) (ABN 95 608 837 583) is engaged to provide investment advisory services in relation to the Portfolios. LIS is a Corporate Authorised Representative (CAR) of Evidentia Financial Services Pty Ltd (ABN 97 664 546 525 / AFS Licence 546217).
