Register for Your Free Live Webcast Now:

"How Top RIAs Use Peer Data to Guide Portfolio Strategy"

Gain insights to refine your investment approach & meet the needs of your wealthiest clients. Register today!

Date: Thursday, May 29, 2025

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Client Name

Approved for 1 CE Credit: CFP & Investments and Wealth Institute

As client portfolios grow in size and complexity, so does the need for more nuanced allocation strategies—especially when balancing exposure across public markets and alternatives. Today’s leading advisors are turning to transaction-level data, seeing that available peer benchmarks can be an interesting contrast to purely asset based benchmarks.

In this webcast, a team of research and portfolio strategy experts will share insights drawn from one of the industry’s largest aggregated datasets—more than $7 trillion in assets across 1,200 global clients—revealing how advisors are evolving their approaches to portfolio construction, performance evaluation and volatility management. You'll walk away with practical, data-driven insights that can help you refine your investment approach and better meet the evolving needs of your wealthiest clients.

By attending this webcast, you'll discover:

• How portfolio size and complexity are reshaping asset allocation trends
• How peer benchmarking and transaction data can inform strategy and differentiate your client offering
• What recent trends in advisor behavior reveal about navigating today’s uncertain markets

Speakers: 

Scott Ferguson | ThinkAdvisor Contributor | ALM

Rowena Carreon | Head of Investment Analytics Solutions | Addepar

Offered Free by: ThinkAdvisor
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