Replay | MMI NetMeeting
Based on the tenets of objectives-based investing, sound portfolio construction begins with aligning clients’ assets to their goals. To deliver successful outcomes, advisors and investors have to consider a broader array of risks and objectives than just tracking a benchmark.
This MMI NetMeeting features a candid dialogue among a panel of experts as they share their views on structuring objectives-based portfolios, measuring their outcomes, and communicating the results with clients. Topics include:
- The concept of objectives-based investing, its history, and its current applications
- How linking portfolios to distinct investor objectives differs from benchmark-based portfolios
- Helping advisors change the conversation with their clients and become familiar with the metrics used to help clients understand this investing strategy
Introduction:
Arlen Oransky, SVP, Chief Membership and Programs Officer, MMI
Moderator:
Kris Schwork, CFA, Senior Portfolio Manager, Lockwood, BNY Mellon | Pershing
Panelists:
Steve Fox, Senior Client Analytics Manager, Capital Group
Joanne Welker, CFA, Senior Vice President, Manager Advisory Services, Benjamin F. Edwards and Company
Duration:
50 minutes (including time allocated for Q&A)
CE Credit:
Investments & Wealth Institute® has accepted Changing the Conversation With Your Clients: Transitioning to Objectives-based Investing for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.
