Envestnet Co-CIO Dana D’Auria On Personalizing Portfolios @TheJuliaLaRocheShow

The Julia La Roche Show | Envestnet Co-CIO Dana D’Auria On Personalizing Portfolios @TheJuliaLaRocheShow | Uploaded December 2022 | Updated October 2024, 1 day ago.
Dana D’Auria, co-CIO of Envestnet, joins Julia La Roche on episode 35.

D’Auria, an English major, started her career as a journalist on the business beat and transitioned into finance after earning an MBA. A background in writing has been instrumental in the investment world, especially in explaining complex topics.

She spent 14 years at Symmetry Partners, serving as director of research and managing director and portfolio manager before joining Envestnet. The fin-tech b2b company provides technology and tools for financial advisors to offer hyper-personalized experiences for clients’ portfolios.

Elsewhere, D’Auria shared her macroeconomic outlook, what’s top of mind amongst investors and clients, and why value investing is attractive in a rising rate environment.

0:00 Dana’s journey from business journalism to working in finance
2:41 Gaps in the education system as it relates to finance
5:06 Envestnet, explained
8:20 Leveraging insights for client’s portfolios
10:37 How the advent of tech and access to data changes the money management
13:00 Humans + machines
16:28 Rough ride in markets
19:08 Future of the traditional 60/40 portfolio
21:53 Types of bear markets
24:11 What kinds of conversations with clients?
29:27 Value investing
31:42 Market outlook
36:39 Personalizing a portfolio

#investing #money #financialadvisor

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$How Big Government Is Slowing Our Economy And Hurting Private Sector Growth | Eric Basmajian Eric Basmajian, founder and CEO of EPB Research @EPBResearch joins Julia on episode 201 to discuss the economy, housing market dynamics, outlook on unemployment trends, and the long-term economic factors, including the effects of increasing government size on private sector growth. ✨ This episode is sponsored by Public.com. Lock in your 6.6% yield: https://public.com/julia ✨ Paid endorsement for Public Investing, Inc. Not investment advice. All investing involves the risk of loss, including loss of principal. Brokerage services for US Listed and registered securities, options and Bonds in a self-directed brokerage account are offered by Public Investing. ETFs, options and Bonds are available to US members only. *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 fractional investment-grade and high-yield bonds. The 6.6% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 9/18/2024. A bond’s yield is a function of its market price, which can fluctuate, and a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. While corporate bond yields should fall in reaction to a Federal Reserve rate cut, we cannot know whether that will be true of the bonds in the Bond Account, how quickly bond yields will respond, or how much they will decline. Public Investing charges a markup on each bond trade. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Fractional Bonds also carry risks including liquidity risk, interest rate risk, credit risk, inflation risk, and potential tax liabilities. Read more about the risks associated with fixed income and fractional bonds and learn more about the Bond Account at https://public.com/disclosures/bond-account. Links: YouTube: https://www.youtube.com/@UCqD1A4HwU-61yjmIk2yosNw Website: https://www.epbresearch.com/ Twitter/X: https://x.com/EPBResearch Substack: https://epbresearch.substack.com/ Timestamps: 00:00 Introduction and welcome Eric Basmajian 01:03 Macro view + Erics four economies framework 03:17 Explanation of leading, cyclical, aggregate, and lagging economies 07:29 Current state of the economy and growth rates 09:32 How to discern signal from noise in economic data 13:15 Discussion on economic revisions and their significance 16:23 Addressing common misconceptions about the economy 20:55 Inflation trends and relationship to the business cycle 23:03 Analysis of Feds September rate cut decision 25:22 Impact of backlogs on economic activity post-COVID 30:48 Overview of the residential housing cycle 33:55 Current housing market supply and demand dynamics 37:08 Forecast for unemployment rate trends 43:53 Long-term economic outlook factors (debt, demographics, government size) 48:16 Declining growth rates in real private sector income 50:51 Impact of increasing government size on economic growth 54:15 Optimal government size for economic growth 57:37 Connection between rising home prices and demographic changes$

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