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Personalization in Modern Investing

Date: May 23, 2024
Start Time: 2:00 PM
End Time: 3:00 PM

As new technology reshapes our lives at an unprecedented rate, your approach to investing needs to keep pace. As a fiduciary, you're in charge of leveraging this technology to impact participant outcomes. Are you up to date with the latest trends in personalization and investing?

Join Jerry, Drew and Lisa as they dive into the world of personalization. This 45-minute webinar will cover the following:

  • Technology’s impact on investment decision-making
  • Increasing focus on participant outcomes
  • The evolution of Managed Account Programs (MAPs) and the rise of personalized investing
  • Strategies for navigating your fiduciary responsibilities

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