Article

The Path Forward: Client-Centric Strategies

Technology that makes it possible.

Retail and high net worth investors have become the target market for investment approaches and products created for the institutional market. Factor investing strategies, alternative assets and separately managed accounts all started as products for large institutions, later finding their way down market to individual investors.

Customized portfolio management is no different. While the service was originally pioneered with large institutions, the rational and imminent next step is to provide similar services to high-net-worth and retail clients. Learn how we see firms embracing portfolio customization and the technology that makes it possible in 2023.

Bring intelligent automation to portfolio construction, rebalancing, and trade creation with Advent Genesis.