Director, Model Portfolios
Andrew Okrongly joined WisdomTree in 2022 as a Director on the Model Portfolios Team. He is responsible for the design and ongoing management of model portfolios and custom solutions for portfolio managers and advisors. Andrew is also a member of the Model Portfolio Investment Committee. Prior to joining WisdomTree, Andrew was a Director on the Outsourced Chief Investment Officer (OCIO) team at Commonfund, where he was responsible for macro-economic analysis and advising institutional clients on strategic and tactical asset allocation. Andrew began his career at BlackRock where he held a variety of fixed income and multi-asset investment roles. Andrew received a BBA degree from the University of Michigan and is a holder of the Chartered Financial Analyst designation.
Capital-efficient ETFs can preserve a portfolio’s core stock and bond exposures while creating room for liquid alternatives. Andrew Okrongly examines how today’s higher interest rate environment shapes the opportunity.
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Portfolio customization can help advisors address taxes, legacy holdings and implementation constraints without losing sight of disciplined portfolio construction. Ryan Krystopowicz and Andrew Okrongly explore how open architecture, flexible implementation and access to a broader investment toolkit can help create portfolios built around investor objectives.
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The biggest challenge with portfolio diversification isn't finding alternatives. It's figuring out what to sell to make room for them. Jeremy Schwartz and Andrew Okrongly explain how capital-efficient ETFs can help investors preserve core stock and bond exposures while unlocking new sources of return.
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With 10-year Treasury yields back near 4.5% and real yields above 2%, bonds can play a valuable role in portfolio construction. Jeremy Schwartz and Andrew Okrongly make the case that today’s market regime revives the original capital-efficient argument: a diversified stock/bond mix can be scaled intelligently to compete with all-equity portfolios.
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Credit spreads are widening again as liquidity concerns and AI-driven disruption, especially in software, resurface. Kevin Flanagan and Andrew Okrongly explain why high yield’s lower software exposure and stronger liquidity profile can help mitigate emerging risks while enhancing income.
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Japan’s 10-Year bond yield just hit a 17-year high, yet Japanese equities still shine. Behnood Noei, Brian Manby and Andrew Okrongly explain why rising yields don’t dent the case for Japan, highlighting how WisdomTree’s Japan-focused Funds are positioned to tap into compelling equity risk premiums.
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