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An Enterprise Wealth Podcast

Big Picture in Practice

Tune in every other week to explore the latest trends across the financial sector. Joined by industry-leading guests, Big Picture in Practice will help you innovate and stay abreast of the latest information that will enable listeners to create differentiated products and foster successful client relationships in a constantly evolving investment landscape.


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Big Picture in Practice delivers new episodes and bonus content on wealth management, best investment processes, and the evolving investor straight to your inbox twice a month.

Featured Episode

The Future of Investing: 
The Growing Importance of Alternative Assets

Ready to explore new investment opportunities? In the latest episode of Big Picture in Practice, Phil Huber, Head of Portfolio Solutions at Cliffwater, provides a comprehensive overview of interval funds.

In this episode:

  • Learn about interval funds, a promising alternative investment that combines liquidity with access to alterative markets, offering the potential for higher returns.
  • Discover how interval funds can help diversify investors' portfolios and reduce risk.
  • Explore the potential benefits investors can expect from interval funds.

Related Content

Meet the Hosts

Julie Willoughby

Head of Global Sales
Julie serves Morningstar’s largest clients across the asset management, advisor, and alliances segments.

Ben Johnson, CFA

Head of Client Solutions, Asset Management
Ben leads client solutions for Morningstar’s asset management clients, after an impressive tenure in passive funds research.


Personalization

Now, more than ever, investors expect personalized recommendations based on that individual's risk tolerance, total assets, and financial goals. What does personalization look like for investors today?


Efficiency and Scale

How are advisors embracing technology to balance efficient personalization at scale? Advisors can differentiate themselves by seizing opportunities to adopt emerging technology and automation.


Regulation

As advisors and asset managers look to grow their books of business, they must also be mindful of new and evolving regulations that dictate the way they function and report on their impact.

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