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Practitioners’ Insights: Asset Allocation and Index Investing in a Post-Covid World

Jul 16, 2020 8:00 am 9:00 am

The current pandemic is forcing investors and practitioners to revisit their models and question the basics. In which markets should one invest? And which require the expertise of an active approach? Practitioners often overlook the significant influence asset allocation has in shaping investment outcomes and neglect the increasing availability of tools to help with diversification and liquidity. This webinar will examine the evolving choices and the evidence from recent markets, providing insight on asset allocation using index strategies.

Learning Outcomes:
1. Understand the power of asset allocation, risk management, and outcome targeting
2. Examine the pros and cons of using a passive approach in various global and local markets
3. Empower practitioners to focus on the most important aspects of portfolio construction

Note: Members should log in to review the following two refresher readings. The first reading covers asset allocation and the second addresses exchange-traded funds.

1. Principles of Asset Allocation: https://bit.ly/2zgQ40J
2. Exchange Traded Funds: Mechanics and Applications: https://bit.ly/2zgQ40J

hosted by CFA Institute


At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.

The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.