Portfolio construction is a key area where planners can add value according to Vanguard's Advisor Alpha's research. Join Kimberly Stockton, investment analyst at Vanguard, to examine the five major portfolio construction decisions - asset allocation, sub-asset allocation, active or passive, asset location, and manager selection.

 

Level of Complexity: Intermediate

Course Information
Course Date:
March 01, 2018
Course Objectives
  • Understand why it's important to take a top-down approach, as asset allocation remains the main driver of both risk and return.
  • Recognize that active and passive funds are not mutually exclusive.
  • Demonstrate how asset location and manager selection tools add long-term value to portfolios on an after-tax basis.
The Five Building Blocks of Successful Portfolio Construction
Speaker Information
Kimberly Stockton  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
Streaming
FPA Member Price:$29.00
Non-Member Price:$49.00