The $18.6 Trillion Model Portfolio Problem

Model portfolios could hold $18.6 trillion by 2030.

 And evergreen funds still can't get in cleanly.

Platforms are pushing public/private models, but the two sides settle separately: the public sleeve a platform, and the private sleeve off-platform, through individual subscriptions.

A combined public/private market plumbing doesn't exist yet to drive:

• Rebalancing when the private side can't trade daily
• Processing subs and redemptions at model scale
• Pricing the whole book as one position

This webinar - in partnership with Monark Markets - will explore how evergreen funds can scale in models, and who should build it.

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