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A Modern Approach to Asset Allocation and Portfolio Construction

Session Speakers
Session Description

Why Attend
In today’s ever-changing market environment, advisors need to evolve their asset allocation approach to meet their clients’ needs and objectives. Advisors should consider evolving beyond the traditional 60/40 allocation and embrace certain types of nontraditional asset classes.

Session Details
Advisors should incorporate both active and passive strategies and explore some of the innovative smart beta strategies. Key takeaways:

  • Discuss the merits of strategic and tactical asset allocation
  • Evaluate the role of nontraditional investments
  • Provide a framework for incorporating active, market-cap, and fundamental index strategies
  • Evaluate the various types of smart beta strategies
  • Incorporate an evolved asset allocation approach

Additional Information
CIMA-1 hr, CPE-1 hr, CE-1 hr
1h
Session Schedule