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Picture of Effective Portfolio Design and Strategy in Challenging Times

Effective Portfolio Design and Strategy in Challenging Times

2 Hours 25 Minutes
SKU: 14AAP-CE03
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$49.00

Saturday Session

Program Track: Practice Development and Management

Moderator: Stephen M. Silston
Speakers: R. Matthew Hamilton

A common investment management practice has been to establish a portfolio’s strategic asset allocation, and then to maintain it over the long-term. Often this practice has not produced the desired results, due to medium-term changes in the returns and risks offered by asset classes - more is needed. Learn how to adopt effective investment policies and flexible portfolio strategies for a constantly evolving investment environment.

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