AICPA ENGAGE 2018

PFP1813 - Framework for the Active Passive Discussion

Jun 11, 2018 3:30pm ‐ Jun 11, 2018 4:20pm

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. 

Learning Objectives:

• Discuss frameworks for successful approaches to portfolio construction

• Apply frameworks to determine appropriate asset allocations based upon investment objectives and desired approach

Speaker(s):

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

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