Dana D'auria on investment strategy
From Episode 262 - The Power of Steady Advice in Unsteady Markets With Dana D’Auria · · Advisorpedia
“I mean, we're all kind of saying the same thing, right? Like, stay the course. Take a deep breath. Keep calm and carry on. I mean, I don't know anybody who's, you know, really trying to time this market.”
On , Dana D'auria, Co-Chief Investment Officer & Group President of Envestnet Solutions at ENVESTNET INC, spoke about investment strategy during Episode 262 - The Power of Steady Advice in Unsteady Markets With Dana D’Auria on Advisorpedia.
About Dana D'auria
Dana D'Auria, co-chief investment officer and group president of Envestnet Solutions, has appeared on multiple financial news programs in 2024 and 2025 to discuss market conditions, tariffs, and the role of financial advisors. In May 2025, she stated that most investment professionals are advising clients to "stay the course" and avoid trying to time the market amid tariff-driven volatility. She described tariffs as a "consumption tax" that raises costs for consumers and said the breadth and magnitude of recent tariff announcements caught markets off guard. D'Auria expressed the view that the Federal Reserve has been "slow to act" and that it would be "premature" to assume a September 2025 rate cut, adding that the Fed would likely wait to see whether tariffs destroy demand or raise prices before cutting rates. D'Auria has also discussed the expansion of Envestnet's partnership with iCapital to include alternative investments, describing the goal as enabling advisors to manage public and private market assets through a single platform. She noted that demand is increasing for both structured products and alternatives, and that product innovations such as interval funds are making private markets more accessible to retail investors. In an April 2025 interview, she said that during volatile periods, clients want to hear from their advisor directly rather than from an algorithm, and that the future of advice lies in combining human insight with technology for better client outcomes.