CTG2020 - On Demand: iMPS

Virginia Hashimi
3 months agoDecember 3, 2020
Actually did not understand much of that at all.  Does Invesco select their portfolio for us? can we select the funds we want to use in our model portfolio  as I already do?  Why I would want to duplicate adding model portfolio to IO as well as to the platforms we use.  We have to send quotations and key feature from the platform provider for any switches/ additions or re alignments.

Is the benefit if this system Compliance  footprint to prove that we  have done something for our ongoing fees. We still have to write out suitability report.
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