Learn about the different Alternative methods of Investing that professional investment managers may use to manage your clients' portfolios.
In this 2 CPE credit session, we'll explore the four primary methods of investment management used in the professional asset management industry. An overview of the concepts behind Strategic Asset Allocation, Liability-Driven Investing, Opportunistic Investing, and Selective/Concentrated Investing will be provided, to give CPAs a framework for understanding what is happening in their clients' professionally managed portfolios.
This course will be presented by Jesse Mackey, 4Thought Financial Group's Chief Investment Officer. Please join us.