The Portfolio Optimization Decision

By Manulife Investment Management with Newcom Media Inc.

Advisors face number of challenges today. Some of these are political and economic uncertainty; market volatility, timing peaks and troughs and low interest rates. In this environment how do you navigate these challenges?

Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research, Manulife Investment Management and James Robertson, Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation, Manulife Investment Management, discuss views on portfolio optimization and what that means with respect to asset allocation and managing portfolios on behalf of clients. 

 

The Portfolio Optimization Decision

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 8

Professional Development

0.75

Compliance

--

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

--

Financial Planning

1.00

Course Type:

Web Link

Passing Grade:

8/10 (80%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)