Alternative Realities: Modeling better portfolios

This episode of Insights Now looks at how financial advisors are using model portfolios and how alternatives are beginning to be incorporated into them for private wealth clients. The discussion covers how alternative assets are used in models, how liquidity is managed, and what the future of alternatives in model portfolios might look like.

1. Advisors have increasingly adopted model portfolios for consistent and scalable portfolio management and to free up time with clients.
2. Alternatives are becoming an option advisors can choose to incorporate into model portfolios as more products become available for private wealth clients.
3. The episode discusses how alternative assets are used in model portfolios and how liquidity is managed when using alternatives in models.
4. It also considers what the future of alternatives in models might look like.