Tag: Multi-Asset Investing
Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger

Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger

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In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market. 

Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing use of ETFs in model portfolios. He also explains Vanguard’s 13 investment strategies and highlights the role advisors can play in guiding client behavior during periods of market volatility.

Key takeaways:

  • Why the 60/40 portfolio remains relevant as a long-term “all-weather” strategy
  • How dynamic strategies adapt to capital market assumptions across more than 100 asset classes
  • The growing role of ETFs, including passive and active approaches, in model portfolios
  • Vanguard’s 13 strategies are designed to address diverse investor needs and objectives
  • The importance of advisor behavioral coaching to help clients stay disciplined through volatility

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