Name
Embracing the Changing Needs of Investors: Understanding the Next Evolution of Portfolio Construction
Date & Time
Thursday, April 25, 2024, 1:30 PM - 2:00 PM
Speakers
Description
The ebb and flow of market forces presents a continuing challenge for advisors and their clients. Certain core elements of traditional portfolio management are now being re-examined. Are there different options to explore outside the standard allocations? And how are client expectations changing? Multiple trends are converging to shake up “business as usual” in the investment industry.