ETFs · Podcast

Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond

For advisors considering model portfolios, the discussion outlines operational and client-service considerations around delegation, tax transitions and less-liquid holdings. It also connects portfolio processes to practice efficiency, advisor transitions and succession.

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On the publisher’s site

Summary

By the etfs desk

The episode covers how financial advisors are using pre-built and custom model portfolios, including how they can delegate more portfolio construction and manager research while retaining input on asset allocation, manager selection and existing holdings. It also discusses tax-aware transitions, implementation challenges with less-liquid strategies, multi-manager portfolios, and the role of wealth technology in trading and tax management.

Advisors can delegate more of the portfolio construction process while preserving input on asset allocation, manager selection and existing holdings.
Tax-aware transitions can help preserve appreciated holdings and reduce disruption for existing clients.
Liquid and private alternatives introduce education, liquidity, rebalancing and implementation concerns when used in model portfolios.
Streamlined portfolio processes can support client service, practice efficiency, advisor transitions and firm succession.

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