Advisor Portfolio Construction Trends and Insights

9:20 AM - 10:20 AM
San Diego A

This session will offer insights into how your peers are managing their portfolios based on data and analytics. Learn how advisors can take advantage of new opportunities, sidestep potential portfolio construction issues, and implement your investment strategies with confidence.

Learning Objectives:
1. Discuss advisor equity and fixed income sleeve trends
2. Identify which asset classes advisors are favoring the most in their 60/40 models
3. Understand the broader investment implications of common advisor positioning and tilts within portfolios