How adaptive risk allocation works
Josh Kutin explains how his approach to risk allocation is informed by a market state classification system.
MASTERCLASS: Outcome-Driven Solutions
The pressure to deliver investors more value-added services is growing—a challenge in today’s increasingly complex regulatory and capital markets environment. In this Masterclass, experts from Columbia Threadneedle Investments discuss how incorporating model solutions may assist advisors: Josh Kutin, CFA, Head of Asset Allocation, North America Anwiti Bahuguna, Ph.D., Head of Multi-Asset Strategy Ben Simonds, Vice President, Client Portfolio Manager, Global Asset Allocation and Alternative Investments Scott Brady, Vice President, Head of Product Development and Strategy
Diversify to defend against portfolio drawdowns
A diversified portfolio doesn't always work when things are going great – like in the rising stock market for the first three quarters of 2018. But, Josh Kutin cautions, you never know what’s going to happen.