Date: Thursday, Might 29, 2025
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Time: 1pm ET | 10am PT
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Price: Complimentary
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Pending approval: 1 CE Credit score: CFP & Investments and Wealth Institute
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Sponsored by:
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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 alternate options. Right this moment’s main advisors are turning to transaction-level knowledge, seeing that accessible peer benchmarks will be an fascinating distinction to purely asset primarily based benchmarks.
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On this webcast, a staff of analysis and portfolio technique consultants 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 allow you to refine your funding method and higher meet the evolving wants of your wealthiest purchasers.
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By attending this webcast, you will uncover:
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> How portfolio dimension and complexity are reshaping asset allocation tendencies
> How peer benchmarking and transaction knowledge can inform technique and differentiate your consumer providing
> What current tendencies in advisor habits reveal about navigating at the moment’s unsure markets
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Featured Audio system:
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Scott Ferguson | Assume Advisor Contributor | ALM
Scott Ferguson is the Director of Customized and Advertising Content material for Assume 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.
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Rowena Carreon | Head of Funding Analytics Options | Addpar
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 knowledge and insights to create progressive investor-focused product choices.
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Register Now
Cannot attend? Register right here for an on-demand recording after the webcast.
