Passive Management

12:25–12:45 pm ET

Asset Allocation for Private Clients: Lessons Learned amid Stressed Markets

Katherine Nixon, CFA
​Executive Vice President and Chief Investment Officer, Wealth Management​​
Northern Trust

  • How can we prepare for the inevitability of market stress?
  • What are the major takeaways from the COVID-19-led market drawdown, and how can we apply these to improve future client outcomes?
  • Can long-term portfolios be designed to mitigate both investment risks and client behavioral risks

Speaker Presentation

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