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.

Learning Objectives:

• Understand principles for constructing portfolios for goal oriented-investors and how portfolio construction principles have evolved to better meet investor needs and preferences.
• Understand recent trends in portfolio construction for goal-oriented investors, the pros/cons of these approaches and the types of investors for whom these solutions are the most applicable.