Tag: Active Management
Wealth Management Invest: Building Diversified Portfolios with Nomura’s Milissa Hutchinson

Wealth Management Invest: Building Diversified Portfolios with Nomura’s Milissa Hutchinson

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David Bodamer speaks with Milissa Hutchinson, managing director and head of U.S. Wealth at Nomura Asset Management, about how financial advisors can approach diversification as they build portfolios for today’s evolving markets. Milissa shares Nomura’s perspective on diversification, explaining where the firm sees opportunities across emerging markets, small caps and innovation, including artificial intelligence-related growth beyond the largest U.S. technology companies.

Milissa also explores the income opportunities available across fixed income, including high-yield and municipal bonds, and explains where active management may play a role as markets broaden. In addition, she addresses recent concerns surrounding private credit, the importance of understanding liquidity and investment vehicles, and why viewing private credit within the context of a diversified portfolio can help advisors and investors better assess its role alongside public equities and fixed income.

Milissa discusses:

  • How diversification can support portfolio resilience while maintaining exposure to potential growth opportunities
  • Where emerging markets may offer exposure to AI growth through areas such as high-bandwidth memory and technology
  • Why small caps, quality growth, value and innovation can serve different roles within diversified equity portfolios
  • How current yields in high-yield and municipal bonds may offer income opportunities within investor portfolios
  • How financial advisors can evaluate private credit while considering diversification, liquidity and its role within the broader portfolio

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Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

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In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group and Private Wealth, and Noel Archard, CFA, global head of ETFs and Portfolio Solutions. The duo shares insights on the growth of AllianceBernstein’s active ETF platform, the increasing integration of private markets into client portfolios and the expanding accessibility of SMAs for tax-efficient investing. 

Key Takeaways:

  • How AllianceBernstein has ramped up to $9 billion in ETF assets in three years with 19 active funds
  • The trend of advisors consolidating manager relationships 
  • Structural and cyclical investment trends shaping portfolios, from private credit to international equities
  • The growing accessibility of SMAs and their role in optimizing after-tax returns
  • The rise of defined outcome ETFs and how advisors can use them 

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Connect With Onur Erzan:

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