Ayako Yoshioka

CFA®

Portfolio Consulting Director

About


Over the course of her career in the investment and wealth management industry, Ayako has held many roles, and she has done them all with great success. She began her career in Institutional Client Relations and Marketing, before moving on to become a Portfolio Analyst, monitoring portfolio trading and guidelines for over $4 Billion in equity securities. Next stop was as a Research Analyst, where she spent a decade covering multiple sectors and providing recommendations to portfolio managers. Director of Research was yet another role she filled with distinction. She was also the Director of Equities, managing ETF, Mutual Fund and single stock strategies. Today, as a Portfolio Consulting Director at Wealth Enhancement Group, Ayako lends her expertise to the research and analysis of investments across multiple asset classes to assist advisors and clients on portfolio construction. Ayako is married with two children and enjoys traveling, sports, dining out and cooking.


Education

  • BA, University of California, Los Angeles

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In this episode of “Investment Management Foundations,” Ayako Yoshioka, Wealth Enhancement Senior Portfolio Manager, breaks down how investment markets fluctuate during presidential election years and how markets respond to Democratic and Republican presidents. VIDEO TRANSCRIPT BELOW
Ayako Yoshioka CFA®

Blog

For the period May 1 – May 31, 2024. Executive Summary Equity markets rebounded in May as first-quarter earnings surpassed expectations. Despite strength in the corporate sector, weaker consumer spending and the overall moderating pace of growth suggest that inflation pressures will gradually subside.
Ayako Yoshioka CFA®

Blog

In this episode of “Investment Management Foundations,” Wealth Enhancement Senior Portfolio Manager Ayako Yoshioka takes a look at persistent inflation and explains how it’s changed year over year.
Ayako Yoshioka CFA®

Blog

For the period March 1 – March 31, 2024. Executive Summary Equity markets continue to march higher despite the historic duration of the inverted U.S. Treasury yield curve. Inflation has moderated and stabilized, while growth expectations have modestly improved, indicating that risks between inflation and economic growth are well-balanced.
Ayako Yoshioka CFA®

Blog

For the period January 1 – January 31, 2024. Executive Summary U.S. equity markets hit new all-time highs in January, even as market expectations for interest rate cuts from the Fed were recalibrated. The Fed wants to be confident that inflation is stemmed prior to their first rate cut, so all eyes will focus on economic data, which currently supports their decision.
Ayako Yoshioka CFA®

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