Personalizing Portfolio Construction in a World of Private Assets

Here is Adam Scully-Power, CIMA®, CPWA® presenting “Personalizing Portfolio Construction: Goals-Based Strategies for Modern Advisory Firms” at the GMO Conference in downtown Boston. A packed room of thoughtful investors joined a discussion on where we believe portfolio construction for individuals is heading.

One question kept coming up: As private markets become a bigger part of client conversations, firms are looking for a more consistent and defendable way to size private assets inside a whole-portfolio framework. It’s a real industry challenge, and it came through in the Q&A.

If this is top of mind for your firm, we’re always happy to compare notes and share what we’re learning.

#goalsbasedinvesting #wealthbenchmark #privates