THE NEW DIVERSIFICATION

Asset Allocation into 2023

The inverse correlation between stocks and bonds isn’t what it used to be. So, what does this mean for portfolio managers?

We pulled data from 1,200+ advisory firms working with Advyzon in 2022 and compared that to our data from 2021. We noticed some interesting trends from the dataset; one of which was the new focus on alternative investments and commodities.  

In the full report, you'll find out about: 

• Comparative allocation by asset class
• Spotlight on advisor alts
• How advisory firms invest

Interested about what this all means for 2023? 

Download the full white paper to get the full scope!