Uncertainty requires more dynamism in delivering outcomes

Michael Kelly | PineBridge Investments | 19 February 2019 | 0.25 CE

Tailored customer profiles do a good job of fitting client needs to risk budgets, as well as in incorporating security selection alpha. Yet these models often use very long-term assumptions for asset class risk, return, and correlation. Few clients have the 20-year horizon required for today’s strategically-oriented models to become consistent with suggested outcomes, such as CPI+4%. This build...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.