How Top RIAs Use Peer Data to Guide Portfolio Strategy
Date: Thursday, May 29, 2025
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Time: 1pm ET | 10am PT
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Cost: Complimentary
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Pending approval: 1 CE Credit: CFP & Investments and Wealth Institute
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Sponsored by:
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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.
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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.
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By attending this webcast, you’ll discover:
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> 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
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Featured Speakers:
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Scott Ferguson | Think Advisor Contributor | ALM
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor’s parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
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Rowena Carreon | Head of Investment Analytics Solutions | Addepar
Rowena Carreon brings over 25 years of global financial services experience across investment banking, corporate finance and asset management to Addepar. As Head of Investment Analytics Solutions at Addepar, she leads the development of data-driven solutions, leveraging Addepar’s unique data and insights to create innovative investor-focused product offerings.
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Register Now
Can’t attend? Register here for an on-demand recording after the webcast.