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Adjusted for Risk: Envestnet's Dana D'Auria on the Importance of Offering Personalized Investments at ScaleAdjusted for Risk: Envestnet's Dana D'Auria on the Importance of Offering Personalized Investments at Scale

Envestnet's Dana D'Auria discusses what the driving forces are behind this shift to personalized investments and what they look like.

Ryan Nauman, Market Strategist

June 12, 2024

During this fun and very informative conversation, Envestnet co-CIO and Group President Dana D'Auria shares some fantastic insights into how offering personalized investments at scale can enhance the client experience.

Dana discusses what the driving forces are behind this shift to personalized investments and what do personalized investments look like. She also shares some great knowledge about how to offer personalized investments at scale and how her team at Envestnet is addressing this trend.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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