#035 Envestnet Co-CIO Dana D’Auria On Personalizing Portfolios

Dana D’Auria, co-CIO of Envestnet, joins Julia La Roche on episode 35.

D’Auria, an English major, started her career as a journalist on the business beat and transitioned into finance after earning an MBA. A background in writing has been instrumental in the investment world, especially in explaining complex topics.

She spent 14 years at Symmetry Partners, serving as director of research and managing director and portfolio manager before joining Envestnet. The fin-tech b2b company provides technology and tools for financial advisors to offer hyper-personalized experiences for clients’ portfolios.

Elsewhere, D’Auria shared her macroeconomic outlook, what’s top of mind amongst investors and clients, and why value investing is attractive in a rising rate environment.

0:00 Dana’s journey from business journalism to working in finance

2:41 Gaps in the education system as it relates to finance

5:06 Envestnet, explained

8:20 Leveraging insights for client’s portfolios

10:37 How the advent of tech and access to data changes the money management

13:00 Humans + machines

16:28 Rough ride in markets

19:08 Future of the traditional 60/40 portfolio

21:53 Types of bear markets

24:11 What kinds of conversations with clients?

29:27 Value investing

31:42 Market outlook

36:39 Personalizing a portfolio