Model Portfolio Masterclass Series

Presented over a number of weeks by the co-founders of Algo-Chain, Allan Lane, Ph.D & Irene Bauer, Ph.D*

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As a Wealth Manager create your own Model Portfolios and increase your share of the value chain

This series aims to share their many years of hands-on experience with Wealth Managers & Financial Advisors who are looking to offer their own suite of Model Portfolios. Covering everything from portfolio construction using ETFs, to the more ambitious goal of actively managing an optimized portfolio using trading signals. Our goal is to help you deliver top quartile performance.

Algo-Chain's Wealth Management Solutions

Episodes

Monday Mar 10, 2025

Shaping the Future of Sustainable Finance

Monday Mar 10, 2025

🌍 Shaping the Future of Sustainable Finance
The next generation of wealth management is here - and it’s sustainable. Our podcast dives into the real-world impact of ESG-focused Exchange Traded Funds (ETFs) and the climate-conscious strategies reshaping the financial industry.
In this episode, we spotlight three innovative ETFs 🚀 leading the way:🔹 Franklin S&P 500 Paris Aligned Climate UCITS ETF🔹 Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF🔹 Amundi Global Aggregate Green Bond UCITS ETF
These funds aren’t just theories - they’re proof that sustainable investing is driving real change 🔄.
We break down fund objectives, sustainability metrics, and key insights to help you stay ahead in the evolving world of green finance. Whether you’re an experienced wealth manager or an emerging financial advisor, this podcast gives you the knowledge and tools to build a smarter, more responsible investment strategy. 🎧

History of Model Portfolios

From Wall Street to the High Street

Ever wondered how model portfolios became a staple in the investment world? Let's take a stroll down memory lane.

One of the earliest examples of a model portfolio in Europe can be traced back to the Renaissance. Wealthy families in Italy and other parts of Europe would hire financial advisors to manage their assets. These advisors would create customized portfolios based on the family's risk tolerance, time horizon, and investment objectives. Think of it like having your own personal financial guru, but back when they wore fancy hats and used quill pens.

Fast forward a few centuries, to the 1950s, and a guy named Harry Markowitz came up with something called Modern Portfolio Theory (MPT). Imagine you're at a buffet, and instead of piling your plate with just pasta, you take a bit of everything to have a balanced meal. That's essentially what MPT is about—diversifying investments to optimize risk and return.

But in those early days, only the big fish—think large institutions and wealthy families—had access to these sophisticated investment strategies. It wasn't until the late 1980s and early 1990s that model portfolios started to trickle down to the rest of us.

In the 1980s, model portfolios were reserved for an exclusive club, high-net-worth individuals and family offices managed by big institutions. For most people, it was all behind closed doors.

Then came the tech boom in the 1990s and financial software became more accessible. Suddenly wealth managers could use model portfolios without needing a supercomputer. Mutual funds and index funds were gaining popularity too ... listen to hear the full story.

*Disclaimer

This content provide by Allan Lane & Irene Bauer has been converted from their own original content, into a podcast using Generative AI tools and the voices used in the podcast are not their own. All information provided has been fact checked.

The investments referred to in this podcast is targeted at professional Wealth Managers & Financial Advisors and may not be suitable for all investors. Twenty20 Solutions Ltd does not provide, and nothing in this podcast should be construed as, investment or other advice. It is not intended that anything stated in this podcast should be construed as an offer, or invitation to treat, or inducement for you to engage in any investment activity. The information in this podcast relating to model portfolios & individual funds suggested by Algo-Chain is purely for research and educational purposes only.

Algo-Chan's Wealth Management Solutions