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Wealth Management INVEST: Trends in Advisor Portfolio Construction
Manage episode 442774736 series 2712767
WealthManagment Invest द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री WealthManagment Invest या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset allocation gleaned from this analysis.
David and Mike discuss:
- How the usage of ETFs has grown in individual investment portfolios
- What is driving the evolution toward increased use of active ETF strategies
- What insights can be gained from current average portfolio allocations and how those are shifting
- What opportunities exist in real estate and other undervalued sectors
- And more
Connect With David Bodamer:
- david.bodamer@informa.com
- WealthManagement.com
- LinkedIn: David Bodamer
- LinkedIn: WealthManagement.com
Connect With Mike Scarsciotti:
About Our Guest:
Mike Scarsciotti leads the specialist sales team within Fidelity Institutional, including Asset Class Investment Specialists (Global Equity, Fixed Income, and Alternatives), Portfolio Solution Specialists (Model Portfolios and Direct Indexing), and Capital Market Strategists.
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