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Investment Planning Knowledge Circle: Asset Allocation: Portfolio Construction in a Low Yield Economy

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The Federal Reserve‚Äôs use of Zero Interest Rate Policy distorted risk premiums across an array of asset classes.  The attendant compression of global yields is forcing investment advisors to assume additional levels of risk in order to meet client return objectives.  Phil Kosmala will discuss the repercussions for asset allocators and introduce alternative methods to help clients achieve their return objectives while mitigating risk through diversification and non-correlated assets. 

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Investment Planning Knowledge Circle: Asset Allocation: Portfolio Construction in a Low Yield Economy
08/23/2022 at 1:00 PM (MDT)   |  60 minutes
08/23/2022 at 1:00 PM (MDT)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available