The cost of delayed portfolio rebalancing and asset allocation changes | Webinar
Watch the latest in our Platform Alpha series where HUB24’s Head of Managed Portfolios, Brett Mennie, and Milliman Australia’s Principal and Head of Investment Services, Victor Huang discuss the ability for innovative Managed Portfolio capability to unlock value for clients. They’ll be exploring new research quantifying the cost of delayed implementation of portfolio changes when administered outside the managed portfolio structure.
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