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American Academy of Periodontology

14AAP-CE03: Effective Portfolio Design and Strategy in Challenging Times

14AAP-CE03: Effective Portfolio Design and Strategy in Challenging Times

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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