Portfolio Construction Forum

Building future-proof portfolios requires emotional agility


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The future is, by definition, uncertain – as is the nature of financial markets. This, along with the current Australian financial services environment, powerful secular and structural trends, and clients’ often conflicting goals, combine to create a high degree of ambiguity and complexity (often causing fear and stress) for practitioners and advocates as they strive to build quality investment portfolios. To cope and prosper in such an environment, we need to be emotionally agile, in order to align our values and actions and, in turn, help investors achieve their distant future financial goals. - Susan David, Harvard Medical School. Earn 0.75 CE/CPD hrs on Portfolio Construction Forum

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Portfolio Construction ForumBy Portfolio Construction Forum