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Advisor Confidential Sponsored By Baillie Gifford
FA Magazine
5 episodes
3 days ago
The Advisor Confidential podcast series explores the rapidly evolving world of Registered Investment Advisors, offering expert insights, candid conversations, and real-world stories that shed light on the challenges and opportunities shaping the independent advisory space. Joined by industry experts in wealth and practice management, the series shares real-life examples, strategies, and lessons that are driving the future of advisory firms.
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All content for Advisor Confidential Sponsored By Baillie Gifford is the property of FA Magazine and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Advisor Confidential podcast series explores the rapidly evolving world of Registered Investment Advisors, offering expert insights, candid conversations, and real-world stories that shed light on the challenges and opportunities shaping the independent advisory space. Joined by industry experts in wealth and practice management, the series shares real-life examples, strategies, and lessons that are driving the future of advisory firms.
Show more...
Careers
Business,
Management,
Entrepreneurship
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Asset Allocation Challenges Facing CIOs At Big RIAs With Jasmine Yu, PhD, CFA, CAIA (Ep. 5)
Advisor Confidential Sponsored By Baillie Gifford
20 minutes 8 seconds
3 days ago
Asset Allocation Challenges Facing CIOs At Big RIAs With Jasmine Yu, PhD, CFA, CAIA (Ep. 5)
Advisors are eager to learn how their peers are adapting in a shifting market. After 15 years of U.S. equity outperformance, domestic stocks are lagging foreign ones significantly. In this episode of Advisor Confidential, we speak with Jasmine Yu, PhD, CFA, CAIA, to discuss whether they are changing their asset allocation strategies.  Key Takeaways:  * Biggest challenges in Asset Allocation moving into 2026 * Focus on how firms are adapting their strategies to a new global performance landscape * Navigating the market’s chaos day-to-day  About our Guest:Jasmine Yu, PhD, CFA, CAIA Chief Investment Officer, Bryn Mawr Trust Advisors/ WSFS Bank Jasmine Z. Yu serves as the Chief Investment Officer, bringing over two decades of expertise in investment management and strategy. She leads the investment management group, overseeing investment policies, asset allocation, manager selection, portfolio management, trading, and implementation for both taxable and tax-exempt clients. Previously, she was Managing Director and Global Head of Manager Research at Bank of New York Mellon. She held various investment management roles at Bank of America Merrill Lynch, Abu Dhabi Investment Council, Fiduciary Trust International, Northern Trust, and IBM Pensions. Jasmine holds a Ph.D. in Finance from EDHEC Business School, a master’s degree from Columbia University, an MBA from Pace University, and a BA from Zhongshan University. She also completed a postdoctoral program in Financial Economics focused on Climate and Sustainability at Harvard University’s Salata Institute of Climate. A frequent speaker at industry conferences, Jasmine has been featured in publications such as Bloomberg, Institutional Investor, The Economist, Financial Advisor, and Asian Investor. She has lived and worked across the U.S., Asia, Europe, and the Middle East. About Our Host:Evan Simonoff - Editor In Chief at Financial Advisor Magazine Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments. Connect with Jasmine Yu:  https://www.linkedin.com/in/jasmine-yu-phd-cfa-caia-68a7a65/  (https://www.linkedin.com/in/jasmine-yu-phd-cfa-caia-68a7a65/%C2%A0)Connect with Evan Simonoff: https://www.linkedin.com/in/evan-simonoff-78194a11/  (https://www.linkedin.com/in/evan-simonoff-78194a11/%C2%A0)Connect with Financial Advisor Magazine: https://www.linkedin.com/company/financial-advisor-magazine/ (https://www.linkedin.com/company/financial-advisor-magazine/)Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK Professional/Institutional clients only. Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford & Co and Baillie Gifford Overseas Limited are authorised and regulated by the FCA in the UK. Baillie Gifford International LLC is wholly owned by Baillie Gifford Overseas Limited; it was formed in Delaware in 2005 and is registered with the SEC. It is the legal entity through which Baillie Gifford Overseas Limited provides client service and marketing functions in North America. Baillie Gifford Overseas Limited is registered with the SEC in the United States of America. 
Advisor Confidential Sponsored By Baillie Gifford
The Advisor Confidential podcast series explores the rapidly evolving world of Registered Investment Advisors, offering expert insights, candid conversations, and real-world stories that shed light on the challenges and opportunities shaping the independent advisory space. Joined by industry experts in wealth and practice management, the series shares real-life examples, strategies, and lessons that are driving the future of advisory firms.