Portfolio Construction Forum

Researchers' Roundtable "The future ain't what it used to be!"


Listen Later

Portfolio construction practitioners have access to an ever-expanding array of investment research, strategies and tools. Yet the obstacles to meeting clients' long-term financial goals are equally numerous and challenging, especially when the future ain't what it used to be! In an environment of high inflation, tightening monetary policy and heightened economic uncertainty, practitioners must remain open-minded and continuously challenge their portfolio construction beliefs, techniques and tools. This session addressed three contemporary portfolio construction issues: We must use a risk-based framework for portfolio design; The value rotation has just begun; and, ESG ratings undervalue climate solutions. - Watch Philipp Hofflin, Michael Furey, Michael Salvatico and David Wright on Portfolio Construction Forum and earn 0.75 CE/CPD hrs

...more
View all episodesView all episodes
Download on the App Store

Portfolio Construction ForumBy Portfolio Construction Forum