Authorised for 1 CE Credit score: CFP & Investments and Wealth Institute
Sponsored by:
As shopper portfolios develop in measurement and complexity, so does the necessity for extra nuanced allocation methods—particularly when balancing publicity throughout public markets and alternate options. At present’s main advisors are turning to transaction-level knowledge, seeing that obtainable peer benchmarks may be an fascinating distinction to purely asset based mostly benchmarks.
On this webcast, a group of analysis and portfolio technique specialists will share insights drawn from one of many business’s largest aggregated datasets—greater than $7 trillion in belongings throughout 1,200 international purchasers—revealing how advisors are evolving their approaches to portfolio building, efficiency analysis and volatility administration. You will stroll away with sensible, data-driven insights that may provide help to refine your funding strategy and higher meet the evolving wants of your wealthiest purchasers.
By attending this webcast, you may uncover:
- How portfolio measurement and complexity are reshaping asset allocation tendencies
- How peer benchmarking and transaction knowledge can inform technique and differentiate your shopper providing
- What latest tendencies in advisor conduct reveal about navigating as we speak’s unsure markets
Featured Audio system:
Scott Ferguson | Suppose Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising and marketing Content material for Suppose Advisor’s father or mother firm, ALM. Earlier than becoming a member of ALM in 2021, Ferguson held quite a few editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He began his profession as employees author at each the Herald Information and the Asbury Park Press.
Rowena Carreon | Head of Funding Analytics Options | Addpar
Rowena Carreon brings over 25 years of world monetary providers expertise throughout funding banking, company finance and asset administration to Addepar. As Head of Funding Analytics Options at Addepar, she leads the event of data-driven options, leveraging Addepar’s distinctive knowledge and insights to create modern investor-focused product choices.
Register Now
Cannot attend? Register right here for an on-demand recording after the webcast.
