MMI NetMeeting - Changing the Conversation With Your Clients: Transitioning to Objectives-based Investing

November 7, 2019 | NetMeeting
12 PM ET

Based on the tenets of objectives-based investing, sound portfolio construction begins with aligning clients’ assets to their goals. To deliver successful outcomes, advisors and investors have to consider a broader array of risks and objectives than just tracking a benchmark.


This member-only MMI NetMeeting features a candid dialogue among a panel of experts as they share their views on structuring objectives-based portfolios, measuring their outcomes, and communicating the results with clients. Topics include:

  • The concept of objectives-based investing, its history, and its current applications
  • How linking portfolios to distinct investor objectives differs from benchmark-based portfolios
  • Helping advisors change the conversation with their clients and become familiar with the metrics used to help clients understand this investing strategy

Please complete this form to access the NetMeeting.

Introduction:
Arlen Oransky,
SVP, Chief Membership and Programs Officer, MMI

Moderator:
Kris Schwork,
CFA, Senior Portfolio Manager, Lockwood, BNY Mellon | Pershing

Panelists:
Steve Fox,
Senior Client Analytics Manager, Capital Group
Joanne Welker, CFA, Senior Vice President, Manager Advisory Services, Benjamin F. Edwards and Company

Duration:
50 minutes (including time allocated for Q&A)

CE Credit:
Investments & Wealth Institute® has accepted Changing the Conversation With Your Clients: Transitioning to Objectives-based Investing for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Note:
This NetMeeting is intended for MMI members only, excluding members of the media.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.