WHITE PAPER

How Can Wealth Management Firms Benefit From Multi-Manager Strategies?


Financial intermediaries face a variety of challenges in today’s marketplace, including:

 

  1. Preparing portfolios for an expected low-return environment
  2. Simplifying and diversifying investments while meeting clients’ complex needs
  3. Optimizing governance structures to improve operational efficiency

Multi-manager portfolios can help with these challenges, as they provide assistance with:

 

  • Tax and capacity management
  • Access to lower-fee institutional share classes
  • Access to capacity-constrained alternative investments — at times, with increased transparency

Transitioning to a multi-manager portfolio structure takes time and due diligence in order to identify firms with strong offerings that allow the intermediary to better serve its clients.

 

Fill out the form to learn how multi-manager portfolios address these three areas of consideration and how they can potentially help improve client outcomes.

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