Research
Events & Office Hours
Live webinars, weekly drop-in office hours with the implementation desk, regional sessions and replays you can watch whenever it suits.
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Webinar1.0 CFP / CIMA CEOpen
Mid-year asset allocation outlook
Where the committee is adding and trimming risk across the model lineup for the second half.
- When
- Aug 12, 2026 · 1:00 PM ET
- Length
- 45 min
- Hosted by
- Multi-Asset Solutions team
Office hoursDrop-in
Model implementation office hours
Bring live trade, custodian or rebalancing questions. No agenda — first come, first served.
- When
- Every Thursday · 11:00 AM ET
- Length
- 30 min drop-in
- Hosted by
- Portfolio implementation desk
Webinar1.0 CFP CE42 remaining
Tax-aware transitions workshop
A working session on gain budgeting, carve-out sleeves and multi-year transition schedules.
- When
- Aug 26, 2026 · 2:00 PM ET
- Length
- 60 min
- Hosted by
- Tax-aware investing group
In person2.0 CFP CE18 remaining
Advisor roundtable — Chicago
Peer roundtable on model adoption, client communication and practice growth. Breakfast included.
- When
- Sep 9, 2026 · 8:30 AM CT
- Length
- Half day
- Hosted by
- Regional field team
On demandUnlimited
Fixed income in a steepening curve
Duration positioning and credit quality across the income and low-duration models.
- When
- Recorded Jul 8, 2026 · Watch anytime
- Length
- 38 min
- Hosted by
- Fixed income research
On demandUnlimited
Getting started with the custom model builder
A walkthrough of building, saving and sharing a customized version of a base model.
- When
- Recorded Jun 20, 2026 · Watch anytime
- Length
- 22 min
- Hosted by
- Platform enablement