[NEW!] in Model Portfolios: Blended Benchmarks, Portfolio Sleeves, and Advisory Fees
Автор: YCharts
Загружено: 2020-03-19
Просмотров: 500
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In this webinar, we will demonstrate how to:
Create customized blended benchmarks to more accurately analyze portfolio performance
Build sleeves (portfolios included as holdings in other portfolios) to scale model portfolio creation or implement core-satellite strategies
Include advisory fees in Model Portfolios to give more precise returns data, compare fee structures, and reinforce your value
Visit https://ycharts.com for a free trial.
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