How can wealth management firms benefit from multi-manager strategies? 

Financial intermediaries face a variety of challenges in today’s marketplace, including:

  • Preparing portfolios for an expected low-return environment
  • Simplifying and diversifying investments while meeting clients’ complex needs
  • Optimizing governance structures to improve operational efficiency

Multi-manager portfolios can help with these challenges, as they provide assistance with:

  • Tax and capacity management
  • Access to lower-fee institutional share classes
  • Access to capacity-constrained alternative investments — at times, with increased transparency
Transitioning to a multi-manager portfolio structure takes time and due diligence in order to identify firms with strong offerings that allow the intermediary to better serve its clients.

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