The Advancement of Wealth Management Proposal Generation
Presented by Alex Hagmeyer
Senior Director Quantitative Research, SS&C ALPS Advisors
Session date and time May 2, 2023 1:45 - 2:45 p.m.
The market for advisor proposal generation tools is not yet mature, leaving advisors with disparate systems that are only loosely connected to the wealth platform and the investment strategy employed. In many cases model assignment is more weighted to investor risk tolerance than their detailed goal specifications. Transition management is generally an afterthought. This session will present methodologies and techniques that can help advisors build a modern, comprehensive proposal generation process.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Alex Hagmeyer Senior Director Quantitative Research, SS&C ALPS Advisors
Alex Hagmeyer has more than 15 years of investment experience and serves as senior director of quantitative research with SS&C ALPS Advisors. In this role, Hagmeyer is responsible for model portfolio construction, proposal technology and other advisor tools. Before joining SS&C ALPS Advisors, Hagmeyer served for more than seven years as vice president, quantitative research at Franklin Templeton Investments, where he worked with multiple investment teams to build bespoke portfolio management tools ranging from factor analysis to portfolio construction and risk management. Before joining Franklin Templeton, Hagmeyer worked for six years as a senior quantitative analyst for Quantitative Services Group (now S&PGlobal), focusing on global stock selection models and transaction cost analysis. Hagmeyer graduated from Miami University with a BA in microbiology and Minor in molecular biology.
