The Value Effect: Smarter Fee Budgeting – Turning Transparency into a Competitive Advantage

By PICTON Investments

Unlock the competitive edge of fee budgeting in a new era of transparency with Robert Wilson, Head of Innovation, Portfolio Strategist at 2ND ENGINE by PICTON. This webinar reveals how Total Cost Reporting Enhancements (CRM3) can create a powerful opportunity for advisors to differentiate through smarter cost allocation and modern portfolio design. Discover practical frameworks for identifying true manager skill, unbundling traditional portfolios, and combining low-cost exposures with high value-added investment strategies to help deliver stronger outcomes for your clients. Learn the talk tracks, tools, and best practices that may help you articulate your value and win new business with confidence.