Russell Feldman

This workshop will cover the surging trend in fixed income SMAs. The discussion will cover a variety of related topics including the process of manufacturing and growing SMA businesses. We will discuss how firms are embedding and delivering their best ideas at scale and leveraging automation to manage accounts in a low-touch manner. Participants will gain unique insights directly from IMTC clients and explore emerging trends such as tax-aware and index-aware strategies, effective model management, and best practices for replicating existing mutual funds.

Our practical aspect of this session will guide you through actionable steps and include a live demo to showcase cutting-edge technology that will elevate SMA management and operations.