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Description
In this session, the Freedom Research team will discuss the advantages of implementing an institutional, process-driven approach to portfolio management. They will also provide an update on the current economic landscape, its potential effects on the markets, and the resulting implications for portfolio positioning.
Learning Objectives
Understanding the economic assumptions that inform return targets for portfolios; Understanding the risk-budgeting process utilized in the construction of portfolios; Learning about the factors that the AMS Investment Committee is evaluating and how to apply them to client portfolios.