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Portfolio Construction
Lessons from our review of 136 RIA portfolios in Q1 2023

From January 1 to March 31, 2023, Capital Group’s Portfolio Consulting and Analytics team analyzed 136 registered investment advisor (RIA) portfolios as part of its Portfolio Analysis Review service. The overall goal of these reviews is to help advisors gain a better understanding of how their portfolio exposure compares to their stated goals and objectives and to provide deeper insight on portfolio risk and positioning in the current environment. The team’s recent portfolio analyses highlight interesting data on duration and dividend quality mismatches between advisors’ portfolio objectives and the approaches they have taken to achieve them.

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