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Recent technology advances are redefining diversification best practices and causing many fiduciaries to unknowingly breach their fiduciary duties. Fiduciaries who continue following the outdated “eggs and baskets” approach to risk management are exposing themselves to unlimited claims for restitution. Attendees will learn: • Why constructing a portfolio using Mean Variance Optimization (MVO) software usually leads to multiple breaches of fiduciary duty • Why purported diversification metrics of standard deviation, beta, r-squared and Sharpe cannot measure diversifiable risk • Via case study, how new metrics measure and monitor systematic and diversifiable risk of an actual portfolio
Speaker(s):
Stewart
Frank,
CPA, PFS, AIFA,
CEO & Founder,
Precision Fiduciary Analytics
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