Portfolio Construction & Asset Allocation

The Portfolio Construction and Asset Allocation session discusses how portfolios can be built to reflect the specific characteristics and needs of each investor.

Learning Objectives:

• Define the characteristics of clients that shape their preferences for investments ranging from aggressive to moderate to conservative risk tolerance
• Discuss investor goals, including risk, return, inflation, taxes, downside protection, and thematic and tactical allocations
• Identify asset allocation methodologies, including capitalization-weighted global portfolios, scenario-based portfolios, risk parity, optimized quantitative portfolios, and the role of alternative investments