How can wealth management firms benefit from multi-manager strategies?
Financial intermediaries face a variety of challenges in today’s marketplace, including:
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Preparing portfolios for an expected low-return environment
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Simplifying and diversifying investments while meeting clients’ complex needs
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Optimizing governance structures to improve operational efficiency
Multi-manager portfolios can help with these challenges, as they provide assistance with:
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Tax and capacity management
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Access to lower-fee institutional share classes
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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.
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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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