Research Roundtable: Challenging investment strategies is the means to the end

Expert Panel  |  25 August 2021

Portfolio construction practitioners have access to a broader array of investment research, strategies and tools than ever before. Yet the obstacles to meeting clients’ long-term financial goals are equally numerous, in an environment of record-high asset prices, massive fiscal and monetary stimulus, and heightened economic uncertainty. To assist individuals in achieving the ultimate goal of financial independence, practitioners must remain open-minded and continuously challenge their portfolio construction beliefs, techniques and tools.



David Wright

David Wright, CEO, Zen...

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