How High RIAs Use Peer Knowledge to Information Portfolio Technique

Date: Thursday, Might 29, 2025
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Time: 1pm ET | 10am PT
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Value: 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 options. In the present day’s main advisors are turning to transaction-level information, seeing that out there peer benchmarks will be an attention-grabbing distinction to purely asset based mostly benchmarks.
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On this webcast, a group of analysis and portfolio technique consultants will share insights drawn from one of many trade’s largest aggregated datasets—greater than $7 trillion in property throughout 1,200 international shoppers—revealing how advisors are evolving their approaches to portfolio development, efficiency analysis and volatility administration. You may stroll away with sensible, data-driven insights that may aid you refine your funding strategy and higher meet the evolving wants of your wealthiest shoppers.
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By attending this webcast, you may uncover:
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> How portfolio dimension and complexity are reshaping asset allocation developments
> How peer benchmarking and transaction information can inform technique and differentiate your consumer providing
> What current developments in advisor conduct reveal about navigating as we speak’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 and marketing Content material for Assume Advisor’s mum or dad 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 workers author at each the Herald Information and the Asbury Park Press.
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Rowena Carreon | Head of Funding Analytics Options | Addepar
Rowena Carreon brings over 25 years of worldwide monetary companies 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 progressive investor-focused product choices.
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Register Now
Cannot attend? Register right here for an on-demand recording after the webcast.