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Model Behavior

Model Behavior

著者： iCapital
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Watch and listen to Model Behavior, a new limited series for advisors to explore how alternative investments can be integrated into model portfolios to enhance diversification, improve outcomes, and support scalable portfolio construction. Stay tuned for future episodes!

© 2025 Model Behavior 個人ファイナンス 経済学
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  • Model Behavior Ep. 2: Scalable Model Portfolios

    Model Behavior Ep. 2: Scalable Model Portfolios
    2025/12/17

    Model Behavior, hosted by Sonali Basak, helps advisors understand how to integrate alternative investments into model portfolios—making portfolios more diversified, resilient, and outcomes-driven.

    In this episode, Jen Wing of GeoWealth explores scalable private market strategies, obstacles like knowledge and access gaps, and the benefits of blended public/private models. Learn how RIAs can simplify onboarding, due diligence, and portfolio management—and deliver differentiated outcomes for clients. Subscribe for more insights on model portfolios and actionable strategies to enhance advisor offerings.
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    20 分
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