The Portfolio Optimization Decision
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.
IIROC Cycle 8
Professional Responsibility Credits
Product Knowledge Credits
Practice Management Credits