Back to ACE Academy 2022 - Nashville

Tony Davidow, CIMA®

President & Founder, T. Davidow Consulting, LLC

Moving Beyond the 60/40 Portfolio

In this session, we will examine the limitations of the 60/40 portfolio in today’s market environment. We will consider alternative sources of return and income, broader diversification and inflation hedging strategies. Key takeaways include:

  • What are the limitations of MPT?
  • What if future results are not like the past?
  • What are capital market assumptions projecting?
  • How can advisors source incremental returns, increased yield, lower correlations and inflation hedging?  

Biography

President and founder of T. Davidow Consulting, LLC, an independent advisory firm focused on the needs and challenges facing the financial services industry, Tony Davidow leverages his diverse experiences to deliver research and analysis to sophisticated advisors, asset managers and wealthy families.
He’s held senior leadership roles at Morgan Stanley, Charles Schwab, Guggenheim Investments and IndexIQ. Prior to founding T. Davidow Consulting, Davidow was an alternative beta and asset allocation strategist at the Schwab Center for Financial Research, where he served as a subject matter expert on asset allocation and portfolio construction, smart beta strategies and alternative investments. He was responsible for developing and disseminating Schwab’s point of view to clients and the media.

Davidow holds a B.B.A. degree in Finance and Investments from Bernard M. Baruch College and has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania. He served on the Board of Directors of the Investments & Wealth Institute from 2009-15. Davidow currently serves as chair of the Editorial Advisory Board for the Investment & Wealth Monitor as well as a host for the Exceptional Advisor webinar aeries. He’s a member of the Investments & Wealth Institute Wealth Board 100 Advisory Board.

In 2020, Davidow was awarded the Wealth Management Impact Award by the Investments & Wealth Institute. In 2017 he received the Stephen L. Kessler Writing Award and in 2015 he received the Stephen L. Kessler Writing Award (Honorable Distinction).

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