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Webinar Recording

U.S. Asset Allocation Models: Differentiation and Distribution

June 27, 2023

During this discussion, Matt Apkarian, CFA, addresses portfolio construction and distribution technology, top product development initiatives for model providers, and how managers can win shelf space on increasingly crowded distribution platforms. For model providers, portfolio strategists, and distributors, this webinar provides Cerulli’s macro views on future development and distribution opportunities.

Key points:

- Advancements in portfolio construction and distribution technology enabling model providers to efficiently deliver solutions to advisors

- How model providers plan to meet a wider range of client objectives, including a greater focus on customization and tax optimization

- Actively managed exchange-traded funds (ETFs), separate accounts, and alternatives and heightened interest in expanded vehicle use

- Platform distribution challenges and opportunities for winning shelf space

Presented by:

Matt Apkarian, CFA

Matt Apkarian, CFA

Associate Director

Bio →

Matt Apkarian, CFA

Matt Apkarian, CFA

Associate Director

Matt is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retirement, retail, and institutional channels.

Prior to joining Cerulli, Matt held roles in several business units at Fidelity Investments, including Workplace Investing, Personal Investing, and Fund Operations. Most recently, he worked as an Investment Data Analyst for Strategic Advisers, LLC.

Full biography here.

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