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Is the 60/40 portfolio dead?
Course Information
Content Level: Intermediate
NAPFA Subject Area: C-Investments
Course Description
With bond yields at all-time lows and equity valuations rich, investors are searching for opportunities to improve returns in what appears to be a low return environment looking forward. We believe private alternatives can provide return opportunities in excess of traditional stocks and bonds. Stephanie Lang will explain why adding alternatives to a portfolio can help your client reach their long-term return targets while adding additional diversification benefits to the portfolio.
Learning Objectives
  1. What are alternative investments and why how do they work?
  2. Why you should allocate a portion of clients’ portfolios to alternatives?
  3. How do we access alternatives?
  4. Current market opportunities in alternative Investments
Stephanie Lang
Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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