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Revisiting Modern Portfolio Theory: Does Global Diversification Still Work?

Session Speakers
Session Description

Why attend:
Explore modern portfolio theory (MPT), its limitations, and whether global diversification is still a strategically sound approach.

Session details:
With strong U.S. equity returns, and lackluster international results, investors have begun to question the merits of global diversification. Is their skepticism warranted? Jim Peterson will revisit modern portfolio theory and its limitations. He’ll review the new market realities and suggest ways that advisors can evolve their asset allocation philosophy and approach. Jim will discuss the merits of global diversification and the critical role of portfolio construction. This session will explore modern portfolio theory and delve into:

  • Is MPT still modern?
  • Does global diversification still work?
  • How should advisors respond to new market realities?
  • How should advisors evolve their asset allocation philosophy?

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