Tools for Collaborative Portfolio Design

Presented by

Christopher J. Sidoni, CFA, CFP

About this talk

The replay is eligible for one IMCA® CE credit. Is investment portfolio design becoming commoditized as countless articles, papers, and blogs say? If this process merely involves measuring risk tolerance and recommending a model portfolio the answer is “Yes.” But there’s a better way to design investment portfolios. It starts by recognizing that risk perception isn’t static and that knowledgeable clients make better investment decisions. In this presentation, Christopher will: •Provide a framework for a collaborative, educational design process that gives clients greater awareness of their own risk tolerance, a truly customized portfolio, and a higher level of confidence in their decisions; •Explain how to incorporate client behavioral risks such as “frame of reference risk” into portfolio construction; and •Discuss sophisticated tools that make this process more interactive and engaging. Christopher will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint. ---- The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session please email us for the IMCA ® webinar ID to self-report your attendance.

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