Date: Thursday, Could 29, 2025
·
Time: 1pm ET | 10am PT
·
Value: Complimentary
·
Pending approval: 1 CE Credit score: CFP & Investments and Wealth Institute
·
Sponsored by:
·
·
As consumer portfolios develop in dimension and complexity, so does the necessity for extra nuanced allocation methods—particularly when balancing publicity throughout public markets and options. In the present day’s main advisors are turning to transaction-level information, seeing that accessible peer benchmarks will be an attention-grabbing distinction to purely asset based mostly benchmarks.
·
On this webcast, a crew of analysis and portfolio technique specialists will share insights drawn from one of many trade’s largest aggregated datasets—greater than $7 trillion in property throughout 1,200 world purchasers—revealing how advisors are evolving their approaches to portfolio building, efficiency analysis and volatility administration. You may stroll away with sensible, data-driven insights that may enable you refine your funding method and higher meet the evolving wants of your wealthiest purchasers.
·
By attending this webcast, you will uncover:
·
> How portfolio dimension and complexity are reshaping asset allocation tendencies
> How peer benchmarking and transaction information can inform technique and differentiate your consumer providing
> What current tendencies in advisor conduct reveal about navigating at the moment’s unsure markets
·
Featured Audio system:
·
Scott Ferguson | Suppose Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising Content material for Suppose Advisor’s guardian 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 | Addepar
Rowena Carreon brings over 25 years of worldwide 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 information and insights to create modern investor-focused product choices.
·
Register Now
Cannot attend? Register right here for an on-demand recording after the webcast.
