Institutional and retail investors alike are increasingly seeking custom investment solutions - from multi-asset products to full OCIO engagements - to help them achieve their unique investment goals for 2025 and beyond. In this strategist roundtable, host Amanda Tepper speaks with three senior investors who each manage a range of solutions portfolios for their clients about how they are thinking about and positioning their clients’ portfolios to succeed in 2025.

Jonathan Barry, FSA, CSA
Managing Director, Investment Solutions Group
MFS

Michael Strauss
Managing Director, Senior Institutional Portfolio Strategist
Bank of America

Dan Farley
Chief Investment Officer - Investment Solutions
State Street Global Advisors

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