Advisors are eager to learn how their peers are adapting in a shifting market. After 15 years of U.S. equity outperformance, domestic stocks are lagging foreign ones significantly. In this episode of Advisor Confidential, we speak with Jasmine Yu, PhD, CFA, CAIA, to discuss whether they are changing their asset allocation strategies.
Key Takeaways:
- Biggest challenges in Asset Allocation moving into 2026
- Focus on how firms are adapting their strategies to a new global performance landscape
- Navigating the market’s chaos day-to-day
About our Guest:
Jasmine Yu, PhD, CFA, CAIA Chief Investment Officer, Bryn Mawr Trust Advisors/ WSFS Bank
Jasmine Z. Yu serves as the Chief Investment Officer, bringing over two decades of expertise in investment management and strategy. She leads the investment management group, overseeing investment policies, asset allocation, manager selection, portfolio management, trading, and implementation for both taxable and tax-exempt clients. Previously, she was Managing Director and Global Head of Manager Research at Bank of New York Mellon. She held various investment management roles at Bank of America Merrill Lynch, Abu Dhabi Investment Council, Fiduciary Trust International, Northern Trust, and IBM Pensions.
Jasmine holds a Ph.D. in Finance from EDHEC Business School, a master’s degree from Columbia University, an MBA from Pace University, and a BA from Zhongshan University. She also completed a postdoctoral program in Financial Economics focused on Climate and Sustainability at Harvard University’s Salata Institute of Climate.
A frequent speaker at industry conferences, Jasmine has been featured in publications such as Bloomberg, Institutional Investor, The Economist, Financial Advisor, and Asian Investor. She has lived and worked across the U.S., Asia, Europe, and the Middle East.
About Our Host:
Evan Simonoff - Editor In Chief at Financial Advisor Magazine
Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.
Connect with Jasmine Yu:
https://www.linkedin.com/in/jasmine-yu-phd-cfa-caia-68a7a65/
Connect with Evan Simonoff:
https://www.linkedin.com/in/evan-simonoff-78194a11/
Connect with Financial Advisor Magazine:
https://www.linkedin.com/company/financial-advisor-magazine/
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