November 29, 2023
2:30 - 3:20 p.m.
• Identify asset allocation strategies to reduce uncertainty for households pursuing both income and legacy goals
• Integrate a decumulation household’s goal specification directly into a dynamic portfolio construction process
• Understand and communicate the benefits of plan adjustment in a goals-based context
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.