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How to Deliver Portfolio Customization Without Increasing Operational Complexity

September 08, 2022 from 2:00 PM to 3:00 PM (ET)

As firms are diversifying beyond pooled funds to compete in today’s hypercompetitive environment, operational complexity increases as portfolio managers create personalized experiences for investors. This webinar will discuss how firms are delivering on the promise of portfolio customization without increasing operations. Topics covered include:

  • Trends that are driving management firms to separate accounts
  • Challenges firms face as they grow into a separate account business
  • Technologies and strategies that make this practice scalable

In advance of the webinar, SS&C Advent has created a whitepaper to give attendees a solid introduction to the topic at hand.

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If you have questions about this webinar or need help registering, please contact Nora Iffaf at nora.iffaf@investmentadviser.org.

Webinar Speakers

Boris Bykhovsky, Vice President, Solutions Management & Consulting, SS&C Advent

Boris Bykhovsky leads SS&C Advent’s asset management market strategy with a focus on Advent Genesis, the firm’s cloud native platform. Additionally, he oversees the US Solutions Consulting team, which is primarily focused on advising asset management clients on ideal solutions for their firms’ business and technology needs. Bykhovsky holds a B.A. in Economics from the University of Wisconsin-Madison.

Jake Urban, Vice President, Investment Operations, FCI Advisors

Jake Urban has more than 10 years of experience, most recently as manager of performance analytics for UMB Investment Wealth Management, with historical experience as fund administration oversight manager at JP Morgan in New York and hedge fund pricing manager for BNY Mellon, also in New York. He holds a B.S. in Finance from Kansas State University and an MBA from New York University Stern School of Business.

Nancy Hancock, Vice President, Business Practices, Investment Adviser Association (MODERATOR)

Nancy joined the IAA in 2020 from the asset management industry, where she spent more than 20 years in marketing communications, most recently in the institutional channel at T. Rowe Price. Prior to her time there, she worked at Putnam Investments, aligned with the institutional, RIA, and 529 businesses, following eight years at State Street. Nancy holds a B.A. cum laude, in French, with a minor in German, from the University of Illinois. She earned her M.B.A. with a dual concentration in marketing and finance from the Kellogg School of Management at Northwestern University.

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