David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and head of funding specialists at Constancy Investments, to debate the altering dynamics of portfolio development. Constancy attracts insights from analyzing 12,000 portfolios. Their dialog covers important traits, together with the rising reputation of ETFs, the resurgence of energetic administration methods, and evolving approaches to asset allocation gleaned from this evaluation.
David and Mike focus on:
- How the utilization of ETFs has grown in particular person funding portfolios
- What’s driving the evolution towards elevated use of energetic ETF methods
- What insights may be gained from present common portfolio allocations and the way these are shifting
- What alternatives exist in actual property and different undervalued sectors
- And extra
Join With David Bodamer:
Join With Mike Scarsciotti:
About Our Visitor:
Mike Scarsciotti leads the specialist gross sales crew inside Constancy Institutional, together with Asset Class Funding Specialists (International Fairness, Fastened Earnings, and Options), Portfolio Answer Specialists (Mannequin Portfolios and Direct Indexing), and Capital Market Strategists.