Modeling Better Investment Outcomes

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Season 08 Episode 04 The menu of investment solutions has evolved dramatically over the last 10 years, as innovation in financial planning tools has enabled the development of customized and flexible strategies. This episode discusses one of these innovations, model portfolios. Dr. David Kelly is joined by Beth Nardi, Head of Model Portfolio Distribution at J.P. Morgan Asset Management, to help us learn about model portfolios: what they are, who they’re made for, and the investment challenges they’re designed to address.

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Modeling Better Investment Outcomes

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This episode is 18 minutes long.

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This episode was published on November 29, 2023.

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