Episode 248: The Rise of Customization: Emerging Products in Portfolio Construction with Ryan McKee

Feb 10, 2025

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Ryan McKee is the Senior Vice President and Head of Emerging Product Specialists at Fidelity Investments.

Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses.

In this episode, the focus is product innovation and solutions for financial advisors—from active ETFs to new approaches in portfolio customization.

Topics also discussed:

The rapid growth of active ETFs and alternatives, emphasizing their role in aligning with client needs and offering active management within a tax-efficient structure.
Emerging tools like custom SMAs and direct indexing are enabling highly personalized portfolios, with adoption growing and assets projected to reach $1 trillion by 2027.
FinTech innovations such as unified managed accounts (UMAs), simplifying portfolio management by integrating various investment types, boosting scalability for financial advisors.
How technology is making traditionally inaccessible investment options like semi-liquid and illiquid alternatives more manageable, driving greater adoption and usability.
Fidelity supports advisors with specialized teams and resources to integrate these innovative solutions, offering portfolio guidance through platforms like i.fidelity.com/portfolio.

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Resources: Fidelity Investments

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