The Lure of Multi-Asset Strategies

Wed, May 3, 2017 2:01 PM EDT{LOCAL_TZ}

Are stock prices too high? When will interest rates move sustainably higher? Are we facing a long period of economic and market uncertainty that could sap investor confidence? With these and other questions swirling through investors’ minds, multi-asset managers are stepping in to calm the frayed nerves. And while a concise definition of multi-asset investing remains elusive, managers agree that diversification is a critical component that makes the strategy valuable.

Join us for this webinar to explore what makes multi-asset investment strategies tick and why today’s investment environment is a good time to consider using them as component of a broad portfolio strategy. Our panel of experts will discuss the opportunity set that multi-asset strategies offer, how institutional investors should think about – and measure – them, and what to look for in a multi-asset manager.

Specifically, the panel will address:

  • The importance of dynamic asset allocation in today’s world
  • How multi-asset strategies take diversification to another level
  • How to benchmark multi-asset strategies
  • Constructing and managing a multi-asset portfolio
  • Where managers see investment opportunity

In addition, the panel will take questions from the audience.

Speakers:

Justin H. Bourgette, CFA
Associate Director of Customized Solutions
and Portfolio Manager
Eaton Vance Management
Danielle Singer, CFA
Portfolio Director
Invesco
Joseph McDonnell, CFA
Managing Director
Solutions & Multi-Asset Group
Morgan Stanley Investment Management
Edward L. Campbell, CFA
Managing Director
and Portfolio Manager
QMA
Johanna Kyrklund, CFA
Global Head of Multi-Asset Investments
Schroders

Moderator:

Greg Crawford
Director, Content Solutions
Pensions & Investments

Sponsored by:

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