{"id":23474,"date":"2025-05-05T16:49:01","date_gmt":"2025-05-05T16:49:01","guid":{"rendered":"http:\/\/www.thinkadvisor.com\/2025\/05\/05\/how-top-rias-use-peer-data-to-guide-portfolio-strategy\/"},"modified":"2025-05-05T16:49:01","modified_gmt":"2025-05-05T16:49:01","slug":"how-top-rias-use-peer-data-to-guide-portfolio-strategy","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2025\/05\/05\/how-top-rias-use-peer-data-to-guide-portfolio-strategy\/","title":{"rendered":"How Top RIAs Use Peer Data to Guide Portfolio Strategy"},"content":{"rendered":"
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Date:<\/b> Thursday, May 29, 2025
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Time:<\/b> 1pm ET | 10am PT
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Cost:<\/b> Complimentary
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Pending approval:<\/b> 1 CE Credit: CFP & Investments and Wealth Institute
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Sponsored by:<\/b>
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As client portfolios grow in size and complexity, so does the need for more nuanced allocation strategies\u2014especially when balancing exposure across public markets and alternatives. Today\u2019s 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\u2019s largest aggregated datasets\u2014more than $7 trillion in assets across 1,200 global clients\u2014revealing 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\u2019s uncertain markets
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Featured Speakers:<\/b>
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Scott Ferguson<\/b> | Think Advisor Contributor | ALM<\/i>
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<\/b> | Head of Investment Analytics Solutions | Addepar<\/i>
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\u2019s unique data and insights to create innovative investor-focused product offerings.
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Register Now<\/u><\/i><\/b>
Can’t attend? Register here for an on-demand recording after the webcast.<\/i><\/p>\n","protected":false},"excerpt":{"rendered":"

Date: Thursday, May 29, 2025\u00b7Time: 1pm ET | 10am PT\u00b7Cost: Complimentary\u00b7Pending approval: 1 CE Credit: CFP & Investments and Wealth Institute\u00b7Sponsored by:\u00b7 \u00b7As client portfolios grow in size and complexity, so does the need...<\/p>\n","protected":false},"author":1,"featured_media":23475,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2025\/05\/how-top-rias-use-peer-data-to-guide-portfolio-strategy.png","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/23474"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=23474"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/23474\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/23475"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=23474"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=23474"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=23474"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}