Category: Allocator Interviews

Wealth managers are tasked with designing investment portfolios that align with clients’ needs, objectives, risk tolerance, preferences, and financial circumstances. While high-net-worth clients often have access to a broad range of investment products, Finnish wealth manager Index Asset Management has chosen to primarily build portfolios using Exchange Traded Funds (ETFs), spanning traditional, active, and alternative ETFs. Model Portfolios Tailored to Client Preferences Index Asset Management primarily structures its offerings around a series of model portfolios, each tailored to different objectives and client preferences, including risk tolerance and ESG considerations. Serving clients...