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The Case for Global Asset Allocation

Session Speakers
Session Description

Why Attend
Learn how to apply Modern Portfolio Theory to today’s evolving markets, and hear the case for global asset allocation.

Session Details
With the market likely to undergo major changes during the next 20 years, Modern Portfolio Theory remains relevant, but must incorporate new investment options and strategies. Globalization, increased bouts of volatility, generationally low bond yields, and lower expected returns will play a role in how advisors manage their clients’ money. A subject-matter expert will make the case for global asset allocation and discuss:

  • The new market realities and how Modern Portfolio Theory fits into today’s landscape
  • Tactics advisors can deploy to deal with rapidly evolving markets
  • How active and passive investing fit into the picture
  • The benefits of fundamental index strategies 

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