PFP2604. Latest Thinking in Portfolio Construction for Goal-Oriented Investors

This session will cover the latest thinking on how to effectively construct multi-asset portfolios for investors with a goal-oriented focus - whether this a retirement, college savings or other future-expense funding goal that requires an accumulation and decumulation-focused asset allocation. We will discuss how to tailor investment design for individual characteristics and circumstances and review recently emerging trends in the portfolio construction landscape and their potential to help investors more effectively meet their goals.