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

David Wright, Kyle Lidbury, Michael Furey, Sonia Bluzmanis  |  25 August 2021  |  1.00 CE

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, t...

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