Exploring Model Portfolios

Posted on December 22, 2020

Financial advisors who want to capture the evolution of the wealth management industry are keying in on model portfolios, a growing area of interest. And as China’s economic presence grows, it’s increasingly important for investors to account for China in their portfolios.

Join Carson and KraneShares for an on-demand webinar to explore model portfolios and the belief that China should be treated as a distinct asset class.

Anthony Sassine, Senior Investment Strategist at KraneShares, and Saumen Chattopadhyay, Chief Investment Officer at Carson, lead the discussion to give you an inside look into:

  • Model portfolios benefits and history
  • Investment philosophy
  • The Mosaic Approach
  • KraneShares EM Dynamic Model and China Models
  • Thematic vs. Core/Satellite Model Portfolios
  • And more!

Fill out the form to watch this webinar at your convenience.