Tag: Artificial Intelligence
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: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash

Wealth Management Invest: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash

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David Bodamer speaks with Cheryl Nash, President of APL at InvestCloud, about how wealth technology is evolving to support the next phase of managed accounts. Cheryl explains how platforms are moving beyond traditional investment strategies to focus on personalization, tax awareness, and the integration of private markets into scalable portfolio solutions.

Cheryl also outlines how firms are working to bring private assets into the same framework as public investments, including the operational challenges of trading, rebalancing, and automation across large numbers of accounts. In addition, Cheryl explores how artificial intelligence is being applied to streamline workflows, improve data accuracy, and enhance advisor efficiency, while emphasizing the growing importance of scalability as firms expand and client expectations continue to rise.

Key takeaways:

  • How platforms now rebalance thousands of accounts while supporting tax overlays and multi-asset portfolios
  • Why private markets are moving into managed accounts and the infrastructure required to support them
  • How personalization has shifted from a premium offering to a standard expectation across client portfolios
  • The role of AI in improving workflows, data reconciliation, and advisor decision-making efficiency
  • Why scalability and integrated systems are critical as firms grow through M&A and increasing client demand

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Connect With Cheryl Nash:

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