Wealth Management Invest: Trends in Portfolio Construction


WealthManagement.com's David Bodamer sits down with Mike Scarsciotti, SVP and head of investment specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity derives insights from analyzing 12,000 portfolios. Their talk covers important trends, including the growing popularity of ETFs, the resurgence of active management strategies, and emerging approaches to asset allocation drawn from this analysis.

David and Mike discuss:

  • How the use of ETFs in individual investment portfolios has increased
  • What is driving the evolution toward increased use of active ETF strategies?
  • What insights can be gained from current average portfolio allocations and how they are changing
  • What opportunities exist in real estate and other undervalued sectors
  • And more

Connect with David Bodamer:

Connect with Mike Scarsciotti:

About our guest:

Mike Scarsciotti leads the specialist sales team within Institutional Fidelity, including Asset Class Investment Specialists (Global Equity, Fixed Fix, and Alternatives), Portfolio Solutions Specialists (Model Portfolios and Direct Indexing) and Capital Market Strategists .



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