Portfolio Construction Workshop

  • |
  • 52 mins 40 secs
Learn how modern portfolio construction theory can be applied practically to meet today’s client objectives. We’ll also offer some messaging strategies to help bridge the communication gap with clients as you try to strike this essential balance between risk and return.

Topics Include:
  • Key portfolio construction concepts
  • Portfolio database highlights
  • How to discuss risk with clients

Document: Balancing Risk and Reward: A Modernized 60/40 Portfolio
Channel: T. Rowe Price

In order to access this quiz you need to provide the following information:

You need to provide at least one CE Accreditation number: *

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