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CAIA Association’s 10 Lessons in Finance 2022 - Lesson 1: Portfolio for the Future
Date(s):
October 27, 2022
Note: All times listed are in local time
Venue:Webinar
Fee(s):Free Event
Description:
How can investment professionals meet their clients' needs under ever-changing economic and market conditions? We call future-proofed portfolios the Portfolio for the Future™. The five distinct marks of the Portfolio for the Future™ are the defining features of all-weather portfolios that meet the challenges of the global economy and capital markets. The 5 marks are – Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged and Dependent on Operational Alpha. Tune in on 27th October at 4:30PM IST to entail on an exciting webinar journey which will cover a range of topics around the investment dynamics for an ardent finance professional. Speakers: - Jayne Bok, CAIA, CFA, Head of Investments, Willis Towers Watson
- Elena Manola-Bonthond, CAIA, CIO, CERN Pension Fund
Presenter and Moderator: John Bowman, CFA, Executive Vice President, CAIA Association
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Speaker information is not available at this time.
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