The Future of EM: Is It Worth the Weight?

The disparate nature of emerging markets explains why many EM strategies have disappointed so many investors for so long. On the other hand, EM remains a significant allocation in many portfolios.

Why has EM remained so popular and, more importantly, is there a better way? How should investors approach EM in a rapidly changing world? Industry veteran and innovator Jason Hsu explains why he believes the future of EM is worth the weight.

Curious about the forecast in 2024? In this all-star panel, we’ll discuss the growth of Active Management, Alternatives, and trends in the RIA space to paint a better picture of what to expect as we navigate major decisions around allocation through 2023 and beyond.

In recent years, options in the alternatives category offering various levels of liquidity have grown in popularity. Should advisors focus more on options with liquidity or truly illiquid structures? And more specifically, how should we build alternatives allocations? We’ll discuss pacing, strategy diversification, and target allocation. This session will help advisors and clients think about the broad universe of opportunities.

The future of wealth management is digital. Growth-minded advisors understand the importance of digital transformation, and those who embrace the technology landscape now will have a greater claim to success in the financial industry. This session will cover:

• Why independent digital ecosystems are the future of wealth management

• Why tech adoption is helping top performing firms flourish

• How integration is driving growth

• What advisors can do to avoid technological mistakes and create a seamless experience

In the relationship or client management continuum, there are both traditional and newer platforms to collect and deconstruct client data based on the data types, sources, and needs of an organization. Wealth managers realize the increased value in all forms of client data capture and analytics and benefit from assessing the capabilities of their existing systems against their future goals.

Think Tank open to first 50 advisors

During times of volatility, one aspect of the financial planning process should remain constant: the client experience. Hear from the experts as they dive into:

• How technology can assist firms to better support and retain their existing customers and appeal to news ones

• The importance of building next-generation platforms that deliver an exceptional customer experience

• What firms need to prioritize to have a successful customer-centric business model

*By Invitation Only