1:45–2:30 p.m.

Get Paid to Play: Risk-Based Portfolio Construction

Shundrawn A. Thomas
Northern Trust Asset Management

Lynn Raebsamen, CFA, Moderator
Swiss Vanquest AG

  • Over the long term, investors should be rewarded for the risk they take relative to their desired investment objectives and observed risk preferences.
  • Conventional approaches to asset allocation may mask underlying biases or concentrations, resulting in unintended risk exposures and/or uncompensated portfolio risks.
  • Risk-based portfolio construction fulfilled through efficient investment vehicles allows advisers to better ensure investors are compensated for the risk they take.

Specialty Focus Area: Capital Markets