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ENGAGE 2017


PFP1730 - A Framework for Portfolio Construction


Jun 13, 2017 1:30pm ‐ Jun 13, 2017 2:45pm

Standard: $49.00

Description

What's the best way to construct a portfolio for high net-worth clients? There's no one right answer. Because investors are subject to their unique circumstances, time horizons and tolerance for risk, every portfolio requires its own unique asset allocation. But it is possible to outline a successful approach.

Join Daniel Wallick, a principal in Vanguard Investment Strategy Group, as he offers investors a framework that can help them determine an appropriate asset allocation based on their investment objectives and desired approach.

Speaker(s):

  • Daniel Wallick, Principal, Investment Strategist, The Vanguard Group
Tags: PFP

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