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Limiting Downside Risk: Modernize Your Approach to Portfolio Construction

Session Speakers
Session Description

Why Attend
Stay on top of the strategies and technologies that can help you construct risk-aware portfolios.

Session Details
In today’s rapidly evolving wealth-management industry, increased market uncertainty means the best offense may be a good defense when it comes to portfolio construction. Strategies that limit downside capture may protect against losses, and potentially produce higher cumulative returns over the long term. Gain an understanding of:

  • Industry forces driving the evolution of portfolio construction
  • Why traditional 60/40 portfolios may be riskier than you think
  • How interest-rate volatility can affect portfolios
  • Portfolio-construction technologies that can mitigate downside risk

Additional Information
CIMA-1.5 hrs, CPE-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 825
Session Schedule