The growing interest in personalized investing—whether direct indexing, ESG, or implementing thematic tilts—creates a new set of risks and opportunities for advisors. While personalized investing offers a compelling way to build relationships with the next generation of investors, there are real questions around how much extra work will be required to manage customized portfolios and—given the absence of any real performance history—how to manage the risk within such portfolios.
This panel will discuss:
- Strategies for delivering advice “at scale” for customized portfolios
- Setting appropriate guardrails around the level of customization within portfolios
- Implications of personalized investing for portfolio construction