Portfolio Construction & Asset Allocation - Alternatives Investing Center

Now On Demand

CREDITS

2

CFP / CFA / IWI
CE Credit

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

First Name

Last Name

Email Address

Password Show Password

Title

Company Name

Work Phone

Country

State/Province

Zip/Postal Code

Type of Advisor

CFP #

CFA Institute ID#

IWI (CIMA, CIMC or CPWA) #

Questions for the speakers

*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by Morgan Stanley.

If you are having any issues during registration, please send an email to ce@riadatabase.com

2

Register Now!

Login