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PORTFOLIO CONSTRUCTION
The Search for the Next Great Portfolio: A video series
In this six-episode series, Fidelity's Mayank Goradia helps advisors meet their most pressing challenges—and discover new opportunities in portfolio construction along the way.
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Discover what the future has in store for advisors and their portfolio construction strategies
Change is coming at today’s advisors from all directions—stronger client demands, more investment choices, and louder calls for customization, to name just a few. In pivotal moments, you need the right insights that can help produce better outcomes for your clients and your practice.
In this six-part video series, Fidelity and industry experts explore everything from alternative investments and wealth transfer opportunities to business growth and the viability of the traditional 60/40 model.
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EPISODE 1
Is 60/40 dead?
In the first episode of the series, Fidelity Lead Portfolio Strategist and thought leader Paul Ma compares notes with John Hancock's Matthew Miskin and David Lebovitz from J.P. Morgan. Hear their thoughts on whether the traditional 60/40 model is still the gold standard—or what the new standard should be.
Portfolio Construction videos are intended For Institutional Use Only.
EPISODE 2
Today’s biggest challenges for advisors
Advisors are facing more pressures than ever before. In this episode we tackle the biggest challenges confronting advisors today—from market volatility and regulatory changes to rising client expectations.
Portfolio Construction videos are intended For Institutional Use Only.
EPISODE 3
Scaling personalization and investment innovation
Today's investors are curious about and dabbling in new investment markets. Find out why it's essential for advisors to develop and convey their points of view on these topics as part of the value they can deliver to their clients.
Portfolio Construction videos are intended For Institutional Use Only.
EPISODE 4: COMING SOON
Help future-proof your practice
No data algorithm knows or understands the goals, the fears, or the values of investors in a way that an advisor can. Discover how you can harness data in combination with the human value you bring.
Portfolio Construction videos are intended For Institutional Use Only.
EPISODE 5: COMING SOON
Connecting with the next gen investor
Younger investors are expecting more from their financial advisors, thanks to a growing desire for values-based investing. This episode explores how advisors can prepare to meet the changing expectations of younger generations of investors.
Portfolio Construction videos are intended For Institutional Use Only.
EPISODE 6: COMING SOON
Navigating client expectations
The U.S. is headed toward the largest generational transfer of wealth in history. In this episode we focus on what advisors who want to thrive and grow their client base should consider prioritizing: using business and portfolio construction strategies that can bridge the gap between the baby boomer and next generations.
Portfolio Construction videos are intended For Institutional Use Only.
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PORTFOLIO INSIGHTS
Get the latest portfolio construction insights
Our proprietary data-driven insights can help you track industry shifts and build better portfolios.
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