Building portfolios in the current market environment

Investment Management

The return outlook for a diversified portfolio isn’t what it used to be. Ultra-low interest rates and ultra-high risk asset valuations seem to be the new normal. Knowing this, what’s the best way to go about building a portfolio? Our two panelists will address this critical question in detail, at a time when new investment products are being churned out one after the other.

Among the topics that will be touched on:

  • Are we really heading into a future of lower-than-low portfolio returns? If so, what is the root cause?
  • What’s the bigger risk: discouragingly low returns or discouragingly high volatility? How will this impact risk moving forward?
  • If you do have to move further out on the risk curve, what kind of strategies and allocation models can you use to redefine your comfort zone?
  • What do you need to look at when you’re adding a new asset class to your portfolio? And what exactly is an “asset class” anyway?
  • What’s the role played by various factors, alternatives, tactical asset strategies and downside risk mitigation strategies?

Don’t miss out on this thought-provoking discussion!

The link to log in to the webinar will be sent to you the day before.

The panel discussion will take place in English, with a follow-up Q&A in both English and French.

PANELISTS

Paisley Nardini, CFA
Strategist, Client Solutions
Invesco
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David Turkington, CFA
Head of Portfolio and Risk Research
State Street Associates
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MODERATOR

Philip Coté, CFA
Director
bfinance Canada
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AGENDA

PANEL | 12:00 PM

Q&A | 12:45 PM

END | 1:00 PM

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