Wealth Management INVEST: Trends in Advisor Portfolio Construction

from Wealth Management Invest · host Wealth Management Invest

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: [email protected] WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement.com Connect With Mike Scarsciotti: Fidelity Investments: Investment Portfolio Insights LinkedIn: 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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This episode is 25 minutes long.

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This episode was published on September 30, 2024.

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