Join Sergiu Postolche, Director of Model Portfolios Business Development at Fidelity and Todd Johnson, Director of Channel Alliances at Riskalyze as they discuss best practices for model portfolio construction, with a focus on maximizing risk-adjusted total returns and accommodating for individual risk preferences.
Sergiu will provide an introduction to Fidelity Models available at no cost in the Riskalyze Partner Store, including their investment philosophy, methodology, and process. Todd will then provide an interactive demo of how to unlock Trading Automation inside Riskalyze, and how you can seamlessly take Fidelity's strategies from discovery, to decisions, to trade execution, and keep everything on track.
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