Christina Kopec Rooney, Head of U.S. Wealth at Wellington, joined Keith Black, Managing Director for RIA Channel, to discuss the institutionalization of wealth and building resilient portfolios.
Rooney encourages advisors to look beyond market headlines and focus on building diversified, durable portfolios that can withstand various market cycles. She emphasizes the importance of understanding sources of return and positioning portfolios to withstand a range of potential outcomes rather than focusing on what the next news headline may be.
As advisors look to build resilient portfolios, Rooney also highlights the growing institutionalization of wealth, which she describes as advisors beginning to think more broadly about market access and diversification instead of product-centric perspectives. She explains that RIAs are increasingly adopting institutional investment practices, such as CIO-led frameworks, investment guidelines, asset allocation parameters, and prescriptive models. She emphasizes the importance of combining these practices with portfolio customization to address individual client needs.
Rooney also notes that the institutionalization of wealth has brought about an increased adoption of alternatives among advisors. As alternatives become more accessible, Rooney encourages advisors to evaluate their role within the broader portfolio rather than focusing solely on product access. She highlights how alternatives can potentially provide diversified sources of return while emphasizing the importance of evaluating risk, long-term outcomes, and suitability for individual clients. Rooney also stresses the importance of advisor and client education when allocating to alternatives. She encourages advisors to leverage technology and asset manager resources to deliver a seamless client experience.
WEBCAST – After the Midterms: Investing in the Age of Resilience
With election day behind us, it’s a good time to focus on longer-term trends in policy and geopolitics. Governments worldwide are shifting away from the old policies of seeking ever-greater globalization and are now prioritizing national security, energy independence, secure supply chains, and technological leadership—including AI—alongside economic efficiency. We call this the Age of Resilience: a shift that’s reshaping capital flows, investment opportunities, and portfolio risks.
Join Wellington’s Vice Chair Wendy Cromwell and Geopolitical Strategist Thomas Mucha to explore the new Age of Resilience, what the midterm elections may mean for investors, which trends may endure, and how advisors can help clients build more resilient portfolios.
Accepted for 1 CFP / IWI / CFA CE Credit
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