The menu of investment solutions has evolved dramatically over the last 10 years, as innovation in financial planning tools has enabled the development of customized and flexible strategies. This episode discusses one of model portfolios. With increased efficiency, better customization, and greater flexibility, model portfolios are built to navigate unpredictable market cycles while maintaining a focus on the needs of investors.

Dr. David Kelly is joined by Beth Nardi, Head of Model Portfolio Distribution at J.P. Morgan Asset Management, to help us learn about model portfolios: what they are, who they’re made for and the investment challenges they’re designed to address.

Explore Model Portfolios by J.P. Morgan Asset Management: https://bit.ly/46ykbu0

Timestamps:
(00:00) Introduction
(00:45) Financial planning
(2:05s) Model portfolios and financial goals
(4:55) Growth in model portfolios
(6:30) Innovation in the financial industry
(7:45) Efficiencies and benefits of model portfolios
(8:56) Model portfolios and tax management
(11:20) Ranges of model portfolios
(15:04) Resources