Workshop 5: Dynamic Portfolio Construction in the Modern World

Date: 
Tuesday, May 2, 2017 -
8:00am to 8:50am
Speakers: 

Session type:

In this presentation, asset allocation expert Dave Niehaus will address key dilemmas ultra-high-net-clients and their advisors face today.  How should investors view asset allocation given that equity markets are at or near all-time highs, and traditional fixed income markets are still offering low yield?  What is the role of tactical/dynamic allocations?  If you’re not a market-timer, can you still be contrarian?  And, when should you choose to be active or passive?  The death of the active manager has long been publicized, but what is the happy harmony between active and passive strategies, and how does that impact the asset management business?