Technological Needs for Multi-Asset Portfolio Management

Out with the old, in with the new. The classic 60/40 model is on the decline, and multi-asset and multi-strategy portfolios are stepping into the spotlight. AUM in multi-asset investments have grown from under $2 trillion in 2003 to approximately $16 trillion in 2023. In this episode, host Trent Berry welcomes back Javier Flores, Director of Solutions Management at SS&C Advent. Flores shares insights into the driving forces behind this growing trend, discusses various approaches to managing multi-asset, multi-strategy portfolios and the technology that makes it possible.

Tune in for an engaging conversation about today’s investment strategies and the technology needed to support them.