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

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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.

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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.

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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.

Watch episode 3

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EPISODE 4

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.

Watch episode 4

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EPISODE 5

The evolving role of the modern advisor

Changes in investor behavior mean advisors always need to be evolving. In this episode we discuss the latest trends and products to help advisors build trust and keep growing their business.
Portfolio Construction videos are intended For Institutional Use Only.

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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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