Listed portfolio solutions are globally turning traditional asset-gathering business models, such as linked investment service providers (lisps), on their heads.
Active ETFs, actively managed certificates, structured products, and fund-linked derivatives are supplanting traditional balanced funds, strategic asset allocation models, and even living annuities, offering new avenues for wealth management.
The industry is transitioning rapidly from traditional fund management to adaptable, risk-centric portfolio management, as highlighted in a recent Citywire article here.