PFP2405. 4 Questions Every Investment Strategy Must Answer

Understanding the differences in investment approaches can be a daunting task. Whether you are choosing single stocks or building portfolios with diversified funds and ETFs, every investment strategy can be broken down into simple components. With the goal of developing your skills to have more meaningful conversations around investments, this session unpacks the four questions every investment strategy must answer, how long-term investors should think about these questions, and how to leverage this framework to build a cohesive portfolio strategy for your clients.

Learning Objectives:

• Identify the four questions every strategy must answer.
• Recognize the two factors that determine how an investor answers each question.
• Use techniques to apply this framework in client conversations regarding portfolio design and investment performance.