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Ep 40: OCIO & Wealth Solutions: Accelerating Investor Demand for Whole-Portfolio Solutions

CFA Institute’s CEO Marg Franklin, CFA and Jeffrey Saef, CFA, Managing Director, Head of the Americas Region and Global Head of Model Portfolios of BlackRock’s Multi-Asset Strategies & Solutions team will discuss the future of the rapidly evolving OCIO and Wealth Solutions space. With over 30 years of investment management experience, Jeff will share his unique perspectives on why there is acceleration in demand for outsourced investment capabilities, and how BlackRock is evolving its institutional OCIO and wealth investment solutions capabilities to serve this growing demand for whole portfolio solutions.

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