Asset allocation for volatile markets
December 15, 2011
Everyone has an opinion on where they think the economy is going next, and yet no one really knows for sure. It is a fiduciary's job to balance that short-term uncertainty with the long term goals of the client. Join us for a discussion on asset allocation in today's markets with two of the preeminent authorities in the field. We'll put the current environment into a historical context, discuss asset class correlations, look at the importance of understanding the client's risk tolerance and other behavioral concerns, and examine the relevance of Modern Portfolio Theory at a time of global financial crisis.