Helping Clients Address the “Conservative” Part of Their Portfolio

9:45 AM - 10:45 AM

Most can agree that today’s environment makes allocating to fixed income a less than attractive idea.
In this session, discuss how the current market environment is impacting portfolio construction and managing risk, along with the challenges and opportunities visible for the risk averse investor that is simply seeking “adequate returns.” Attendees will also talk through trends available that address low interest rates, correlation considerations, and how to standardize the investment process while giving larger clients a more custom feel.

Learning Objectives:

  • Explain market environment and the real impact on portfolios going forward
  • Discuss considerations to manage both longevity and sequence of returns risk for retirees
  • Identify strategies to standardize investment processes that address current market conditions

This session is sponsored by Aptus Capital Advisors, LLC.