The demand and appetite for model portfolios is rapidly increasing among investment advisors. Some of the largest firms in the industry are assessing plans to host a model marketplace, provide models to existing platforms, or both. As a result, many platforms are requiring model providers to either be GIPS® verified or obtain an independent third-party audit of the models.
In this session, panelists discuss best practices regarding risk mitigation and ways to ensure products are accepted on the growing number of platforms.