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Seventh Annual Tri-State Institutional Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Seventh Annual Tri-State Institutional Forum in New York, NY. Marcia will be discussing (as per the agenda):

Strategic Asset Allocation and Risk Budgeting
Conventional asset allocation strategies produced positive results when markets were rising and interest rates were declining. Today, constructing a durable portfolio requires a more robust approach better suited to the increased complexity, low interest rates and higher correlations of modern markets. There are multiple possible solutions.

For additional information, or to request the full agenda, click here.