Portfolio Insights: Effective Investment Strategies in the Current Market

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The Vanguard Advisor Portfolio Analytics and Consulting® (PA&C) team engages with hundreds of advisors each year about portfolio construction topics, and it also has access to thousands of advisor portfolios through Vanguard’s digital investment analytics tools. In this webinar, Ryan Barksdale, CFA, CFP®, Vanguard’s head of PA&C, will discuss key portfolio construction trends across asset classes, sectors, and investment styles. He will explain common exposures and how portfolio positioning has evolved. Mr. Barksdale will highlight how international stocks can improve diversification and returns, and because advisors are currently worried about the threat of higher inflation, he will explain which strategies are likely to help portfolios if inflation rises meaningfully.

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CFA® is a registered trademark owned by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Presented by:

Sponsored by

Approved for 1 hour CE:
CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, 
CAP®. The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

Ryan Barksdale, CFA, CFP®
Portfolio Review Department
Head of Advisor Portfolio Analytics & Consulting

Ryan Barksdale is the Head of Advisor Portfolio Analytics & Consulting within Vanguard’s Financial Advisor Services Division. He leads a team of 15-20 individuals who leverage a robust analytical toolkit and deep investment expertise to provide objective and actionable guidance for Advisors throughout the portfolio construction decision-making process. Mr. Barksdale is also responsible for overseeing Vanguard’s portfolio construction digital tools targeted toward financial advisors.

Prior to his current role, Mr. Barksdale served as a Senior Investment Director in Vanguard’s Portfolio Review Department. He focused on fund oversight and manager research, with an emphasis on international/global equity. He also previously worked directly with individual clients as a financial advisor in Vanguard’s Advice Services Group.

He graduated Magna Cum Laude from LaSalle University with a degree in finance, and earned his M.B.A. from St. Joseph’s University. He currently holds the Certified Financial Planner designation (CFP®) and is a CFA charterholder (CFA). He is a member of the CFA Institute and CFA Society of Philadelphia.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.