Over the past decade, the growing popularity of model portfolios (“models”) has prompted asset managers to continually expand their product suites and demonstrate their value to wealth management firms and their advisors in new and increasingly innovative ways. As client demand evolves and new technology offerings enhance the ability to customize and scale efficiently, asset managers across the board are constantly reassessing and refining their model offerings.
Over the coming months, Alpha FMC will be publishing a three-part series exploring the most pressing questions facing asset managers looking to expand and scale their model portfolio offerings.
About the Authors
Kerri Heidemann
Director
Kerri is a Director in Alpha’s North American Wealth Management practice. She has extensive experience in the model portfolios & managed account space.
Her experience includes working with leading asset managers to design and operationalize custom model portfolios and other managed account offerings. She has also worked with numerous wealth managers in building out their advisor experience and how they access products, including their underlying technology stacks and operating models.
Ben Frederickson
Consultant
Ben is a Consultant within Alpha’s North American Asset & Wealth Management practice, with model portfolio experience spanning both time in industry and consulting.
While at Alpha, Ben has advised asset managers on their custom model portfolio strategies and helped a U.S-based asset manager develop a target operating model to bring a custom models offer to market. Prior to joining Alpha, Ben worked on the distribution team for a leading provider of off-the-shelf and custom model portfolios.