Strategic Asset Allocation for Financial Advisers 2021 | CFA Institute | 25 August 2021 | Webinar
Venue
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| Event Date |
Thu Aug 26 AEST (over 3 years ago)
In your timezone (EST): Wed Aug 25 10:00pm - Wed Aug 25 11:00pm |
| Location | Webinar |
| Region | APAC |
Details
The vast majority of financial advisers in Australia rely on mean-variance optimised strategic asset allocations, mapped to a handful of client risk profiles. The approach is highly scalable and relatively simple to understand.
However, the approach may not necessarily lead the best outcomes for clients. In this will explore when problems with mean-variance portfolios arise, review some of the alternative approaches to SAA including life-cycle and goals-based investing, and propose an alternative framework for Australian advisers.
Speakers
2021 Speaker
Toby Lewis
Director Harbour Reach Investment Consulting