Learn the critical factors in play for a multi-strategy portfolio, how HNW investors might think about their fixed income allocation, and how advisors can add value during a period of uncertainty.
The global macroeconomic picture is in flux. Central bank policy, low interest rates, deflationary pressure, and geopolitics make it challenging to position portfolios confidently even for sophisticated investors. Learn the critical factors in play for a multi-strategy portfolio, how HNW investors might think about their fixed income allocation, and how advisors can add value during a period of uncertainty.
Speaker:
Chris Wilson, CFA®
Senior Client Portfolio Manager, Voya Investment Management
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased