Wealth Management INVEST: Trends in Advisor Portfolio Construction

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1M ago 25:58

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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

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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.

98 episodes

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